Estate Planning Services

How we support you

We help you to protect your wealth and leave a lasting legacy to your beneficiaries.

Our estate planners provide advice if you are facing an inheritance tax liability. 

Protect your legacy

Our comprehensive advice and support combine financial, tax and legal advice with estate planning. The service covers key areas such as wills, powers of attorney, gifting and trusts.

By making sure that your legacy is tax efficient, you can significantly increase the amount of money you can leave to your loved ones.

These services are available individually or in combination to suit the needs of you and your family.

Inheritance tax-planning is also available to beneficiaries as part of our probate service.

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Supporting you with major life events

Many clients find it helpful to speak with us when a major life event occurs, but it can be equally useful to speak with us if your circumstances have changed, or if some time has passed since you last looked at your financial affairs in detail.

Please contact us if you would like to receive a no obligation financial health assesment from our team, so that you can be confident that your family are provided for in accordance with your wishes.

Find out more

Download a copy of our brochure to find out more:

Our approach

Everyone benefits from having a robust lifetime financial and succession strategy. We believe that the strategy works best when it incorporates and co-ordinates the elements of professional advice most relevant to you and your loved ones.

We work with you to clarify your needs and objectives. We then highlight areas where you would benefit from advice, and then identify, recommend and manage the professional partners on your behalf. The approach brings together the right team, while providing you with certainty and peace of mind.

We know the leading advisers in their fields. We can help connect you to them and co-ordinate their services on your behalf. Working in collaboration with these professional partners, we implement and curate a tailored plan and make sure this is delivered in an integrated way, while recognising and responding to changes in your goals and circumstances.

Your professional advisory team will be proactive in building up and protecting your wealth, while also taking into account the needs of beneficiaries across different generations.

In our world, this kind of high touch support is referred to as a ‘family office’. Traditionally, a family office has been reserved for the highest net worth clients. Now, Aetas is making this service available more widely, so you and your family can benefit.

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“Transform Your Financial Future Today!

Unlock the power of financial advocacy and take control of your financial destiny. Whether you’re looking to enhance your financial knowledge, safeguard your legacy through estate planning, or secure your family’s financial well-being for generations to come, we’ve got you covered.

Click below to start your journey to financial empowerment and prosperity!”