Estate Planning

Careful Estate Planning is important to ensure that when you die your wealth is distributed according to your wishes and that your loved ones are adequately provided for.

Estate Planning also helps you limit the amount of inheritance tax that your heirs will have to pay. You may be surprised at how much your assets are actually worth as your home, savings and investments, pension and life insurance policies all contribute to your beneficiaries’ tax liability so you may find your loved ones saddled with a large bill.

At First Action Finance we can help you with every aspect of Estate Planning, from working out your inheritance tax liability to writing your will and setting up trusts.

Call us now on 0207 580 7770 for advice or a quote or simply complete our online enquiry form – we aim to get back to you on the same working day.

126 Great Portland Street, London, W1W 6PR

The information on this website is for the use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available to any other country which may have access to it.

The Financial Services Authority does not regulate estate planning advice.
First Action Finance Limited is authorized and regulated by the Financial Services Authority registered in England and Wales No:432958