Planning ahead ensures your hard-earned wealth benefits your family and loved ones when you’re gone. With careful preparation, you can reduce tax burdens and ensure your wishes are honoured.
Estate planning organises your assets to pass smoothly to your beneficiaries while minimising Inheritance Tax (IHT).
01
Ensure your assets go to the people and causes that matter most to you
02
Effective planning could reduce the IHT paid by your estate
03
Preserve more of your wealth for future generations.
Wills and trusts are essential tools for ensuring your wishes are carried out efficiently.
Trusts can protect assets and help reduce tax liabilities
A clear Will avoids confusion about your intentions
Use trusts to manage funds for dependents or loved ones needing special care.
Passing wealth between generations keeps it in the family and supports your loved ones’ futures.
Plan financial gifts or transfers to help your family thrive.
Take advantage of allowances like the annual gift exemption to reduce taxable estates.
Proper planning reduces IHT on wealth transferred during your lifetime or after.
At RetireInvest, we have a wealth of experience in guiding clients through estate planning and wealth transfer. Our advice is designed to minimise tax and ensure your wishes are fulfilled. Ready to plan your legacy? Contact us today to speak with one of our expert advisers.
The guidance and/or information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
RetireInvest Limited is registered in England and Wales. Company Number 09916200. Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.
Tel: 0800 028 4040
RetireInvest Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.
Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk) under reference 440703 and 440718.
Estate Planning, Trusts, and Tax Planning advice is not regulated by the Financial Conduct Authority.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Registered Address 4 Finkin Street, Grantham, Lincolnshire, England, NG31 6QZ.
Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited June 2025
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Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
Neither Retire Invest Nor Quilter Financial Planning are responsible for the accuracy of the information contained within the linked site.
