Estate Planning

The tax efficient handling of passing assets down the generations is a fundamental requirement for families wishing to minimise taxes and ensure legacies are structured in an appropriate format to achieve maximum flexibility.

The Will is an important document to confirm your specific requirements for the distribution of your estate. With our specialist services also including the planning for unforeseen incapacity, Lasting Powers of Attorney and long term care advice. This can clearly relieve the worry of making those important and sensitive decisions, which occur in most family households from time to time.

Effective inheritance tax planning, whether gifting or using a variety of trusts that are available, makes complete sense so as to avoid the unnecessary payment of taxes.

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Epic Financial Care can advise you on all aspects of investment, pensions and protection. If you would like any further information or have any questions, please feel free to give us a call on 01706 633 545 or contact us.

EPIC Financial Care Ltd is authorised & regulated by The Financial Services Authority. Registered in England 6504335.