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.

Legacy 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.

We’ll work with you and your legal advisers on bespoke solutions such as Family Investment Companies (FICs).

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.

Legacy And Estate Planning Services:

  • IHT advice in relation to your pension fund
  • Strategic estate planning
  • Advice on and drafting of pension scheme nominations
  • Investments for your children/grandchildren
  • Family Investment Companies – investment management
  • Protection policies such as term assurance, critical illness and whole of life policies
  • Trustee and executorship services
For more information please contact Peter Collier on 020 8936 3970 or email him here