As you grow older, your thoughts may start straying to what will happen to your loved ones when you are no longer around.
Developing a robust plan for how your money and assets should be distributed after you pass away won’t only help ensure that your wishes are carried out; it is also key to minimising your Inheritance Tax burden and ensuring that as much of your hard-earned wealth as possible is passed onto your beneficiaries.
We can help you restructure your assets, take advantage of any Inheritance Tax reliefs available to you, and make use of trusts and other financial planning tools, all with the aim of minimising the Inheritance Tax payable on your estate. We also work in close partnership with a number of local firms of solicitors, to whom we can refer you if you need to set up a Will or Lasting Power of Attorney.
We understand that entrusting a financial services firm with your hard-won legacy can feel daunting. As a Quilter Partner, you can rest assured that our advice is guaranteed by FTSE 250 company and leading UK wealth management firm, Quilter.
What does this mean? It means that, because we work within Quilter’s guidelines and recommend its award-winning Investment Platform and 5* Defaqto products, our advice – and your money – is backed by a trusted brand.
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.
