The focus with estate planning is to understand what might happen to your estate, the wealth you've built up, when you're no longer around. Will the people you care about be financially secure? What will the impact of inheritance tax be on the value of your estate? Can you takes steps to mitigate potential tax liabilities by making gifts or setting up trusts, but without prejudicing your own financial position in your lifetime?
Our advice process seeks to gain a clear understanding of your objectives and sets out the options available to you in clear language that can be understood.
"We have now been longstanding clients of Craufurd Hale (Hale &Co) for over 20 years, and in that time we have found the service to us/clients of an outstanding quality both in terms of its accuracy, timing and keeping us informed of any changes that may effect our investments.
We have also recommended them to our family and friends who are now clients.
We wish them continued success."Mr R & Mrs L White, Barbados
An initial, no-obligation and totally free of charge meeting is just one quick phone call away.