Tax & Estate Planning - Wills, Trusts & Inheritance to Help Secure Your Family’s Future

Choice Retirement can help you to easily find excellent wills, trusts and inheritance schemes. These precautions contribute to your loved ones being able to lead financially-secure futures. We also enable you to make a simple will absolutely FREE of charge.

We make estate planning simple for you
  • Receive regulated advice about organising your estate
  • Be able to leave financial gifts to your children
  • Have the ability to leave money to charity
  • Put steps in place to manage an inheritance tax bill
  • Keep hold of all your assets while reducing your estate
  • Better understand estate planning and inheritance tax rules
  • Have confidence that your estate plans are firmly in place
  • Secure your family’s future
  • Make a simple will for FREE
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What is tax & estate planning?

Tax planning involves organising your assets by gifting some of them to family (or other loved ones). In turn, this reduces your inheritance tax bill. There are also other options available.

Contact us to find out more.

Options to reduce your inheritance tax bill

There are lots of different options to consider, from financial gifts for loved ones, to setting up a trust. Choice Retirement can put you in touch with an expert who can discuss your options with you. They’ll help to put a plan in place that ensures your loved ones are well looked after.

Don’t wait to organise your estate

The sooner you plan your estate, the better, because that often means there will be many more options available to you than there would be later. We give you access to expert financial advice to smooth the process, so why put things off?

You could beat inheritance tax

Don’t fall into the trap of not planning your estate. You could potentially avoid inheritance tax without giving anything away, and that would leave you with more money to pass on.

A will gives you peace of mind

Making a will determines what happens to your possessions, property and money after death. But if you don’t leave one, the law dictates how everything will be passed on. So it’s wise not to leave anything to chance.

Why plan your estate?
Distribute your property, possessions and money as you wish
When you make a will, you leave firm instructions that dictate how you’d like to split your estate. Without these instructions in place, your family and loved ones could lose out.

A will also enables you to appoint an executor. Without this, there could be a significant delay before your estate is divided up. A will allows you to bequeath specific and precious possessions to individuals too. Bear in mind that, if you have a partner but are not married, they may not receive anything after your death unless a will is in place. You’ll want to feel confident that all your final wishes are in place, and that’s where Choice Retirement can help.

Estate planning helps look after your family

We all know how important it is to care for our families. Estate planning is an essential step to make sure your loved ones are still looked after once you’ve passed.

Why pay more inheritance tax when you don’t have to?

Choice Retirement will connect you with an experienced local advisor. This professional will help you find out how to reduce costly inheritance tax and, in some cases, avoid it altogether. This would allow you to leave more money to your children, family and other loved ones.

Estate planning for all

No matter what size of estate you have, large or small, it’s wise to leave a will. Otherwise, you risk your possessions, property and money being divided by state-appointed lawyers. All this could even be tied-up in probate for years, meaning your loved ones may miss out.

Secure business succession

If you own a business and you want it to continue after your death, then estate planning will enable you to appoint your own successor. You can outline what you want for your venture’s future too. It’s wise not to leave anything to chance – consider making your succession plans today. We can put you in touch with the ideal support.

About Choice Retirement
The right Choice for tax planning

We’ve designed our service to free you from money-related worries and stresses, leaving you able to enjoy retirement. Our partners can bring you excellent financial deals and offer advice that’s tailored to your unique circumstances. As a result, you’ll feel empowered and confident when it comes to making a decision.

Our Mission
Helping to secure your financial future

Choice Retirement is your Partner in Retirement. We aim to give you access to specialist information that could secure your financial future. This ranges from fantastic pension schemes to great investment opportunities. With no hidden agenda, we can pair you with regulated IFAs, brokers and introducers in your local area who can assist with all your questions.

Want to give us a try? Just contact our friendly customer services team today for more information.

Speak to an advisor
Connect with a local advisor to find out about your tax planning options.
Free Consultation * Required field

By submitting this form you agree to our privacy policy.

We are committed to protecting your personal information.