Estate Planning
Helping you plan for what's to come
We know that planning to leave your estate to loved ones can be difficult exercise, both practically and emotionally.
For most people, planning for what happens after you die is not always the first item on the to do list, however, estate planning is an essential part of your financial plan that’s just as important as saving or putting money into pensions and investments.
Many clients only talk to a professional and take action when a major life event has occurred, or they experience the shock of a death of someone who is close to them.
Many others don’t do anything about it to the detriment of the family and loved ones – for example, currently over 60% of adults in the UK don’t have a will.
Crafted for you (why choose us)
That’s why at Aetas we have developed an integrated approach which helps you to:
- establish a firm estate planning foundation
- organise your investments to achieve your estate planning goals
- minimise the impact of Inheritance Tax
- be aware of the options available to you and any restrictions these might have
Managing inheritance tax (IHT) is often a large part of estate planning. The earlier you start planning and the better your plans are, the more you can minimise the impact of IHT.
This approach saves you time and ensures you feel confident and reassured in the decisions you make.
Take your first step towards an estate plan
1. Let's chat
Exploring what matters most for you and your family
2. We'll listen
Putting firm foundations in place for your family
3. Expert guidance
Feel reassured and ready for whatever life may throw at you and your family
Estate Planning designed for you, by Aetas Partners
Aetas Partners is a financial consultancy, founded by Daniel Cottam and Matthew Steiner, to offer a wide range of services for individuals, families, and businesses through our unique “Private Office Platform.”
Our vision for this platform is to bring together specialist advisers who provide a coordinated and holistic service, which is always tailored to your specific circumstances – so that you have an integrated, comprehensive, and expert approach to your financial wellbeing – in one place.
A partner you can trust (reinforce why choose us)
From writing a will to discussing potential inheritance with loved ones, estate planning is an area of financial planning that many put off (until it’s too late).
However, estate planning is an essential part of your financial plan that’s just as important as saving or putting money into pensions and investments.
Our team of specialist advisers support and help you to feel comfortable and in control in all matters concerning your wealth.
Together they will
- explain the impact of the financial choices you could make
- protect your capital now and in future so that you can rest assured
- build & shape the legacy you leave for the next generation
Join the Aetas Partners Club
We’d love to help you achieve the dreams you desire for your family, both now, and in the future. We’ve helped many people realise their tax goals and lifetime plans – and now we’d like to help you. Simply start with a call.
