Independent Financial Advice by Key Wealth Management

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0191 566 1984

Estate Planning

It is often said that in life only two things are certain; death and taxes. More often than not the two go hand in hand, but with well thought out planning, the burden of tax can be reduced or even eliminated.

Effective estate planning means that you retain the maximum amount of wealth possible for the intended beneficiaries, whilst at the same time taking full advantage of any Inheritance tax exemptions and reliefs to ensure that you pay the minimum amount of tax.

Making a Will and planning to protect and preserve your wealth is one of the most important things that you will ever do.

Here at Key Wealth Management, our independent financial advice experts will review your personal circumstances and advise you on the following areas:-

  • Making a tax-efficient will
  • Inheritance tax exemptions
  • Gifts during your lifetime
  • Normal expenditure out of income
  • The use of trusts
  • Life Assurance

Please contact us for an informal chat about your estate and the provisions you have in place or may want to implement. Involving our Independent Financial Advisors at this stage will help you to ensure that your assets go to your beneficiaries in the most tax efficient way. We can also provide advice on pensions and retirement planning if you need it.

Taxation depends on individual circumstances as well as tax law and HMRC practice which can change.

TTR Barnes Financial Services Ltd trading as Key Wealth Management is authorised and regulated by the Financial Conduct Authority.
(Please note that taxation advice is not regulated by the FCA).
Registered in England and Wales, Registered Address 3-5 Grange Terrace, Stockton Road, Sunderland, SR2 7DG.
Registered Number 2048541.

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TTR Barnes Financial Services Ltd trading as Key Wealth Management is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, Registered Address 3-5 Grange Terrace, Stockton Road, Sunderland, SR2 7DG. Registered Number 2048541.

The guidance contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK