Legacy and Estate Planning

We can help you make plans that will go a long way to protecting your family and securing your wealth for future generations.

Legacy & Estate Planning

Effective planning of your affairs is important to ensure that future generations will inherit your assets in accordance with your wishes, at the same time reducing exposure to Inheritance Tax (IHT).

We strive to help you think about the future of your estate, putting in place practical and flexible plans. We’ll often work closely with your solicitor or accountant to help deliver the best possible solution, especially when it comes to family trusts.

IHT PLANNING

Your pension fund can be passed on free of IHT. Organising your income and financial assets in a tax-effective way is an essential element of our expert legacy planning service.

We’ll help you to draft your pension scheme nominations as these assets are outside of your estate and are not dealt with under your Will. This will reduce the risk of error and the potential for disputes later on.

HOW WE HELP YOU

Because we place such emphasis on maintaining a close rapport with you, and due to the unique knowledge we are likely to have of your financial position and plans, Hurley Partners is ideally placed to fulfil the role of executor to your estate. We can remove worry and administrative burden at a difficult time and advise your family with a clear perspective based on our trusted position with you.

Our expert strategic pension and financial planning advice is objective and tailored completely to your goals and aspirations.

We give you the reassurance that a specialist you trust is looking after your assets.

We are always available to talk to you. Being accessible to our clients is very important to us.

Lasting Powers of Attorney

Is your LPA up to date? There has been an important change that can affect an attorney's ability to manage investments. Your LPA should contain a provision to allow the continuation of a discretionary management mandate. We recomme...

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Who Will You Nominate?

Just like a Will, your pension scheme nominations need careful thought and drafting and should be kept up to date. Careless drafting of nominations could stop benefits reaching the desired dependants or successors.

Learn more about nominations

How can we help?

020 8936 3970