Estate Planning

The Financial Conduct Authority does not regulate on Estate and Trust Planning.
Will writing is not part of the Intrinsic Financial Services offering and is offered in our own right. Intrinsic Financial Services accept no responsibility for this aspect of our business. Will writing is not regulated by the Financial Conduct Authority.

We provide advice and guidance to help individuals and business owners plan how their assets will be passed on to families and loved ones so they are cared for as they would have wished. It is something most people mean to get around to and yet so often never do. They do not know who to approach, or they simply do not have the time in their busy lives to focus on this important consideration.

We work hard to build our estates and accumulate our assets. Knowing that our beneficiaries will lose a large proportion of these in Inheritance Tax (IHT) can really hurt. Effective estate planning can add value to our clients and help them steer more of their wealth to their loved ones, rather than being paid in tax. We help our clients understand the implications of inheritance tax and provide a range of bespoke solutions.

Estate Planning

We provide advice on the arrangement of trusts to structure the passing of your wealth. We also provide advice to trustees on their duties within their role and provide them with investment solutions for the trust assets. Trust taxation can also be complicated. However with our experience and expertise we can guide our clients through the complexity to find the right solution for them.

Dying intestate, i.e. without a Will, can cause tremendous complications for your family. This is particularly relevant if you have young children, as without the nomination of a legal guardian within your Will, the decision for their ongoing care could end up in a court. To protect your children and your spouse and to ensure that your assets are distributed according to your wishes, it is essential that you have a Will.

Many people forget to consider what might happen if they or a loved one was unable to make important decisions regarding their welfare, bank accounts or even the payments of their bills or mortgage.  A Lasting Power of Attorney can help you plan how your health, wellbeing and financial affairs will be looked after.

Wotton Wealth Management provide Will writing services and assist you in setting up your Powers of Attorney through legal professionals and qualified solicitors. Wills and Powers of Attorney form an integral part of your overall estate planning.