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TAX-EFFICIENT ESTATE PLANNING ADVICE

Waterlooville based Hunter & Cole Associates can help you to transfer your assets in a tax-efficient manner. From our office in Hampshire, we work with clients across the UK.

HELPING YOU TO PASS OVER YOUR ESTATE

Throughout our lives we accumulate many assets, everything from our savings to the properties we own. In the event of your death, you will likely want to transfer these assets to your next of kin or beneficiaries. Estate planning is designed to accomplish this, whilst ensuring your assets are passed over in a tax-efficient way.

 

Waterlooville based Hunter & Cole Associates has a team of trained advisers who can advise how to set up your estate, so we reduce any tax liabilities for your beneficiaries. Get in touch with our team to make an appointment.

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YOUR ESTATE USUALLY INCLUDES ASSETS SUCH AS

  • Property

  • Investments

  • Pensions

  • Savings

  • Debt

  • Life insurance and assurance policies

  • Vehicles and antiques

PLANNING FOR THE FUTURE

Your estate plan will detail your total assets including your home, possessions, and accounts, and how you would like these to be managed when you pass away. We can ensure these are set in a legal framework in conjunction with your final Will.

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LIMIT YOUR TAX LIABILITY

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With proper estate planning you can limit your tax liability, meaning more of your assets will be left for your beneficiaries.

Book an appointment today by calling Hunter & Cole Associates in Hampshire on

17 Clover Drive, Clanfield, Waterlooville, England, PO8 0WH

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Hunter & Cole Associates is a trading name of Clear Mortgage Solutions Limited which is an appointed representative of Mortgage Advice Bureau Limited and Mortgage Advice Bureau (Derby) Limited which are authorised and regulated by the Financial Conduct Authority.

 

Clear Mortgage Solutions Limited. Registered Office: 114 Centrum House Dundas Street, Edinburgh, EH3 5DQ. Registered in Scotland Number: SC463175.

 

We are also members of the Society Will Writers

 

 

 

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