legal document used for estate planningAmong the multiple plot strands running through Charles Dickens’ 1853 novel Bleak House is the story of a disputed will.  The bitter irony is that when the interminable and ruinous lawsuit of Jarndyce v Jarndyce is finally settled, the once substantial estate over which it was fought is found to have been entirely consumed by lawyers’ bills.

Even 160 years or so later, the story serves as a salutary warning as to the need for individuals to protect their wealth from the ravages of legal disputes and taxation.

There are many innovative ways in which you can reduce inheritance tax rather than paying 40 per cent of what you own to the government.

According to Her Majesty’s Revenue & Customs (HMRC), £2.9 billion of IHT was paid in 2012, and that amount is expected to increase substantially now the nil rate band has been frozen until 2018.

A good first step towards ensuring that your family’s assets are safeguarded and that the impact of inheritance tax is minimised or avoided would be to contact The Whitehall Partnership.

As an experienced financial advisor, our approach to estate planning and protecting family wealth is based on long term planning rather than promoting complex, risky and high cost financial products.

Instead, we prefer it if our clients regard us as financial architects and trusted investment experts who deliver imaginative and effective means of allowing them to maintain full control of their assets.

The Whitehall Partnership works in partnership with a panel of 17 trusted legal and accountancy professionals who we feel offer tremendous value both us as an advisory firm and subsequently to our clients.

Because we appreciate that your financial needs are sensitive, we will take time to get to know you and understand your circumstances clearly. Personal discussions can be conducted at your home without any charge or obligation until it becomes mutually acceptable to proceed further and the level of service you need and the costs that will incur are agreed.

Many people think estate planning is only for the wealthy, but nothing could be further from the truth – anyone can benefit from the services of a good financial advisor. It is important to take legitimate steps towards protecting everything you have built up over the years and to secure it for your loved ones when you’re not around to enjoy it.

Without effective advice from independent and unbiased advisors such as the Whitehall Partnership who are more concerned with giving you good service than selling you high cost, high risk, financial products, there is a chance that, as in Jarndyce v Jarndyce, your estate could embroil your heirs in a distressing, prolonged and wealth-eroding legal battle.

A first step towards avoiding such a nightmare would be to contact us by calling 0845 43 49 250, or follow this link for more information about our services by clicking here.

 

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