Welbeck Group

Estate Planning

Recent years of property inflation have caused the value of many people's personal assets to exceed the IHT nil-rate band, beyond which the value of their estate is taxed at a flat rate of 40%. However, in many cases suitable and inexpensive tax planning can reduce the potential tax bill considerably and through the use of a properly drafted will, ensures that the estate passes to the right people with the minimum of delays.

We offer advice & analysis on the following:

  • The Different Types of Trust and their use in Mitigating IHT. Perceived to be complex, Trusts don't need to be, and most will allow you to retain a reasonable degree of control over the trust assets and their disposition during your lifetime.
  • The use that Life Assurance can play as an important role in IHT Planning. You may already have the solution in place with existing cover. We will investigate the necessity of having a Trust mechanism in place.
  • The Benefits of Gifting, including Potential Exempt Transfers (PETs)
  • Advising the Trustees on their Roles and Responsibilities

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 Independent LLP is an appointed representative of 20Twenty Independent Ltd, which is authrised and regulated by the Financial Services Authority.