Estate planning and wealth preservation is all about how you pass on your wealth to the next generation, before and after you die, as tax efficiently as possible.

When you have worked hard to build your wealth, you want to ensure that it is received safely in the hands of your loved ones, as per your wishes. Deciding who things should go to, and when, can be a lot to think about especially if you have a complex estate.

Through careful planning, we can help you to ensure that you are in the strongest possible position to make the right decisions for your finances, now and in the future.

WILLS AND POWER OF ATTORNEY

We can help you to better understand what is required when making a Will and Power of Attorney, and what things to consider in terms of making your estate as tax efficient as possible. Looking at your Estate Planning early gives you more options and ways, of using and passing on your wealth in line with your wishes.

LONG TERM CARE PLANNING

At Tarran & Co, we understand how difficult it can be to plan long-term care for yourself or a loved one. If you are facing the prospect of someone close requiring at-home support, or moving to a nursing home, then we can help.

We will explain how you could afford nursing home care if ever needed, the cost of care fees, and any possible entitlements which may be available to you.

INHERITANCE TAX

A large part of Estate Planning is looking at ways of mitigating the impact of inheritance tax, we can help you to do this through careful financial planning.

We’ll explain how inheritance tax might affect you, help you to understand any tax exemptions and the options that are available to you to limit the impact on your estate.

The Financial Conduct Authority does not regulate Inheritance Tax Planning or Estate Planning.

INVESTMENTS FOR CHILDREN / GRANDCHILDREN

We can guide you through the investment options available to you for passing on your wealth to your children and grandchildren as tax efficiently as possible and taking into account your individual circumstances.

The whole team here at Tarran & Co are dedicated to providing the best service to our clients, to help navigate their way through making those important financial decisions.

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The service I have received from this company, specifically Christine Tarran has been professional, patient, helpful and informative. I felt I could trust Christine to provide considered and impartial advice, bespoke to my personal situation and needs. The process was thorough and I felt I was empowered to make the right financial decisions for my present and future security.

Christine is outstandingly professional with an eye for detail and commitment to her work which is second to none. As a client of hers, I have always felt that my finances are in safe hands and that products recommended are thoroughly researched. She makes particular efforts to understand her clients needs from all aspects and regularly goes above and beyond the call of duty. 

Christine and her team helped me following the sudden death of my husband. She was kind and compassionate and has helped me feel more secure about my future.

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