Care Financials

Estate Planning

Estate Planning Advice

Estate planning is something that should be on your priory list. We all have unique circumstances- some of us may have health problems, or some may have financial issues, but one thing that all of us have in common is that we all have dependents and people we care about. These may include your family, friends, spouses, kids or parents.

Many consume a lifetime planning for their loved ones by acquiring property, saving for retirement plans or making investments. Instinctively, we do all this to pass these assets down to our dependents to ensure they have a restful life even if we are not. 

Estate planning is controlling and safeguarding your financial assets to ensure they are in good form to be transferred to the next generation. One of the most significant impacts of estate planning is that it diminishes your widespread inheritance tax.

At Care Financial Services, we enable our clients to protect their assets to restrain their and dependents’ futures. We are available to assist you whenever you need us, whether online, on the phone, or in person over a hot cup of coffee.

More Guidance on Estate Planning Services

The process of estate planning might seem complicated and daunting, but we are here to offer you our experience and knowledge to make it as simple as we can. We make sure that we simplify the complexties of estate planning so you and your family can enjoy your future.

Plan for Future

We always take pride when we are able to transfer our iheritance to our loved ones succesfully. We work hard for the rest of our lives to leave them with a nest egg. Without a thorough estate planning advice and proper inheritance tax planning, there is a chance

that some of your assets and wealth will fall to the government after your death.

Because of this, your family and friends don’t benefit as much as they ought to.

We may offer you advice on how to organise your assets and business dealings so that, upon your passing, your estate will be distributed to your designated beneficiaries in the most tax-effective manner possible.

Every client is unique and we investigate each case personally, delivering the needed guidance and support. We can help tailor your estate plan to your condition, and they also equip you with services such as Will Writing, Setting up a Trust, and Lasting Power of Attorney

Our assigned estate planner will work with you throughout the entire process, guaranteeing continuity and consistency in the support and advice you get.

Where can We Help

Our estate planning experts can offer independent guidance on all facets of estate planning, including:

  • Writing wills for clients having complex or wealthy estates.
  • incorporating trusts within Wills 
  • Creating the lifetime trusts
  • estate preparation after death, such as reorganising will trusts with retroactive effect to reduce inheritance taxes and using deeds of variation
  • the tax effects of trusts and estate planning
  • the tax consequences of estate planning and trusts
  • The management of trusts, including tax preparation, communication with financial advisors, distributions, rent collection, and other sources of income, as well as resolving the legal and administrative concerns associated with trust-owned assets.
  • cross-border succession
  • problems raised by pre-existing trusts
  • Providing tax and succession planning guidance to entrepreneurs and family businesses.

Giving Future To Your Living

Stress-Free Advice

Our friendly & personable advisors offer you a free impartial mortgage advisory service from start to finish.

Market Flexibility

We ensure we'll find the best deal available for your circumstances regardless of which lender it comes from.

Choose your Mortgage

Our experienced financial advisors compare over numerous products to find the one best suited to your needs.

Quick and Simple

We can avoid many of the delays often encountered when searching for your own loans and get things processed quickly.

How can Care Financial Services Help?

At Care Financial Services, we apprehend the worry you may have while thinking about how your loved ones will cope after you die. Our very qualified team possesses the knowledge and understanding required to get you the ideal plan for your estate management. We have had expertise in a variety of areas, such as Will writing for complex properties, building of lifetime funds and management of your assets after your death including reconstruction of wills, administration of your inheritance taxation, deeds if variations, and many more. 

So what are you waiting for? Give us a call, and help us with your journey towards a brighter future for you and your loved ones.

Frequently Ask Questions

If you have a question that deals with clients, customers or the public in general, there is bound to be a need for the FAQ page.


An inheritance tax is presumed to be paid against the value of your assets and possessions after you die; this tax is only levied if you own assets that cost over £325 00. Estate planning is an excellent way to dodge spending a fortune on inheritance tax. 

Many people take this prospect to efficiently calculate and split their assets beforehand without worrying about extra payments. You can avoid inheritance tax by: 

  • Distributing your assets as gifts to your loved ones 
  • Applying for a trust fund
  • Plan your mandatory spending
  • Study your situation

Fortunately, our knowledgeable estate planning professionals can help you reduce your inheritance tax bill. There are several ways to reduce your liability to a more reasonable amount, which is why inheritance tax is frequently referred to as the “voluntary tax.” These include businesses exit strategies, lifetime gifts, life insurance cover, and succession planning.

However, this calls for extensive planning over a long period of time. You can get assistance on your path from our Estate Planning Solutions team. The earlier you begin to organise your estate, the better.

Some gifts and property are exempt from Inheritance Tax, such as some wedding gifts and charitable donations. Relief might also be available on certain property types, such as farms and business assets.

The person responsible is the Executor/Administrator of your estate. It is essential that the necessary tax form is completed and the right amount of tax is paid. Otherwise, if errors are made, this can lead to penalties and interest being charged. 


The content on this page is based on our understanding and knowledge at the time of publication. It may be subject to change and may not be applicable to your circumstances, so should not be relied upon. Please contact us if you require further information about the content included on this page.

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