Estate Planning - Stocks & Co Financial Planning

We provide expert guidance to help you lessen the impact of potential Inheritance Tax (IHT) and maximize the inheritance for your family.

Our approach includes maximizing your allowances and assessing the merits of trusts, pensions, specialized investments, and life insurance.

Please be aware that Estate Planning and Trusts are not subject to regulation by the Financial Conduct Authority

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.