Estate Planning

AB Vision will give you peace of mind by helping you to protect your assets and maintain your wealth.

 

 

None of us like to think about death, but a failure to prepare financially can leave your finances in an uncertain and disadvantaged position. Your family will already be going through a difficult time, and anything you can do to make the situation more manageable and less stressful is worthwhile.

AB Vision: Estate Planning

This means that you will need to have all of your affairs in order meaning that your loved ones can be certain they are making the right decisions on your behalf.

Estate planning with AB Vision will make sure that your wealth will be distributed according to your precise desires through a will while negotiating inheritance tax in the most efficient way possible while remaining strictly legal.

The estate planning phase needs to be considered as you expand your wealth through accumulation and your investment portfolio, as well as the retirement phase of your financial journey.

What Does Estate Planning Involve?

Estate planning sounds much more exclusive and more complicated than it actually is. There are elements which are relevant to everyone, no matter your level of wealth or what stage of your life you are at.

Will Writing: Regardless of how straightforward you might think your finances might be you will need a will. The problems your family will face when distributing your estate without a will are frighteningly expensive and time-consuming; don’t delay making the necessary preparations.

Inheritance Tax Planning: Without preparing for inheritance tax you can have your estate intended for your family reduced significantly! There are plenty perfectly legitimate and legal ways of reducing the impact of this tax and AB Vision is ready to offer the necessary guidance.

Trusts: There are a vast number of cases where trusts will benefit the inheritance process, and they are not only for super wealthy. When it comes to the handing over of certain assets, Trusts can make the entire process considerably more fluid.

Power of Attorney: Our health is unpredictable, and there are many reasons as to why we might become incapacitated and unable to manage our finances either temporarily or permanently. AB Vision will help you to put the decision-making power in the hands of someone you trust.

Business Succession: At one stage we will all have to give up our personal businesses, whether that be through retirement or passing away. Regardless of the circumstances, it is vital that you have a succession plan in place to ensure a smooth transfer.

How Can AB Vision Help?

Many people want to get their financial affairs in order, but just don’t know where to start. This is understandable; there are a lot of seemingly complicated processes involved, as well as a lot of options to choose from. This is where AB Vision can help.

Our experts are committed to coming up with tailored plans for every client that approaches us for help and advice, regardless of what stage of life you are at. Our team will also make sure to explain each and every step clearly in jargon-free plain English.

All you have to do to get started today is get in touch with us now on 01292 263 001.

Alternatively, complete our contact form, and we will give you a call as soon as possible.

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We offer jargon-free advice about your savings & investments, your pension and much more.

We have over 100 years combined experience in financial services

Being able to meet Struan for a face-to-face chat put me at ease about my future

Anne Wilson, Glasgow

Arrange a face-to-face chat with one of our friendly financial advisors – call 01292 263 001 now.