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Intelligent financial planning.

Harrison Black Investment Services CFP

Estate Planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and those who survive us.

Estate law requires you to plan well in advance in order to maximise the benefits to those who will inherit your assets.

Since none of us knows when we shall die, it is essential to start your planning now. The earlier you make the arrangements, the greater your chance of taking full advantage of the tax opportunities available and thereby maximising the amount that goes to your beneficiaries.

It is equally important when planning to transfer your estate that you make adequate provision for yourself and your spouse in your later years.
Our estate planning services include:

  • Determination of potential liabilities
  • Lifetime transfer advice
  • Will advice and planning
  • Insurance schemes
  • Post death planning
  • Executorship and estate administration

For further advice please contact us.

HBIS is an appointed representative of Rouse Limited, which is authorised and regulated by the Financial Services Authority


 

 


 

Registered at Pyle House, 136/137 Pyle Street, Newport, Isle of Wight, PO30 1JW
Registered in England. Registration Number: 4567774

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