Will writing

A will can ensure that your estate is passed on in line with your wishes. You will need to review it from time to time to make sure that it is still current. Will Writing is not part of the Quilter offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business. Will Writing is not regulated by the Financial Conduct Authority


Inheritance Tax Planning

Inheritance tax (IHT) is a tax on your estate - the things that belong to you - when you die and is also sometimes payable on trusts or gifts made during your lifetime. This includes the total of everything you own and a share of anything you own jointly.

With a little planning you may be able to reduce the bill or avoid IHT altogether.

Estate planning is not regulated by the FCA

Long Term Care

Meeting the cost of residential and nursing care in old age is a growing issue for many people in the UK. As life expectancy continues to lengthen, more of us can expect to require some form of long term care.







Estate Planning

Bespoke Financial Guidance Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

Bespoke Financial Guidance Ltd are a company registered in England and Wales. Company Registration number: 06888172. Registered Office: 8 Oaktree Place Manaton Close, Matford Business Park, Exeter, Devon, England, EX2 8WA

Tel: 01392 829340 | Fax: 01392 829349 | Contact | Privacy