Welbeck Group

Inheritance and Estate Planning

Have you ever thought about how much of your assets will pass directly to your children and/or loved ones?
Would you like to avoid being un-necessarily penalised through lack of estate planning?
Would like to maximise the legacy you leave behind?

Over the last few years it is common for HM Treasury to receive over £2bn worth of Inheritance tax per tax year. Much of this could have, in the majority of cases, been avoided with careful planning. Our specialist teams can help you to do this and show you how to safeguard your family’s future. We offer advice on the following:

  • Trust Planning
  • Alternative Investments
  • Gifting
  • Whole of Life Policies

 

Services offered

Consulting
Consulting

Financial Services Company that can help you protect and increase both your existing and future financial well being.

Solutions
Solutions

Helping high net worth individuals and sophisticated investors be as tax efficient as possible.

Mortgage
Mortgage

For all your mortgage needs including first time buy,buy to let and re-mortgage with a regular review process.

Business
Business

Helping you with all you business finance from start-up through to sales and acquisitions.

Independent
Independent

With access to the whole of the market we can source products that compliment your existing financial planning package.

Welbeck Consulting is a trading name of Welbeck Consulting (UK) LLP who is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Services Authority. Will Writing is not regulated by the Financial Services Authority.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.