Help protect and shield your assets for your loved ones.
Surprisingly some people believe that by arranging a Will they will somehow hasten their death. However, there is plenty of evidence that not arranging a Will could mean the deceased person’s assets are passed to the ‘wrong’ people. Alternatively and in addition the value of their estates could become subject to unnecessary Inheritance Tax.
It is important to make a Will because:-
Inheritance Tax (IHT) is sometimes referred to as the “death tax” and is paid by the beneficiaries of an individual’s estate that exceeds the nil rate band in the year in which they die.
There are many ways to mitigate this tax, such as the use of trusts. We are able to provide you with suitable advice to address this issue as well as introduce you to various professionals who specialise in this area.
Will writing, trusts and tax advice with no investment element are not regulated by the Financial Conduct Authority.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
The Financial Conduct Authority do not regulate inheritance tax planning.
If you are unhappy with our service
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Newcastle upon Tyne
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website:
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)