Estate Planning

Self is a fee-only independent firm of Chartered Financial Planners, which has been providing sound, effective financial advice to financially established individuals and trust funds for over 40 years.

Estate Planning

Success brings its own problems – and possibilities. Having accumulated wealth through your lifetime you want to make sure you provide financial security for your family, not to create a burden. Sophisticated planning is needed, with decisions to be made on the transfer of assets as well as contingencies for healthcare and burial, guardianship and financial support for children, spouse and family. These difficult issues are further complicated by constantly changing tax laws.

Your objectives drive what we do. As with our other services, we approach estate planning from the viewpoint of an individual client’s needs. So we listen well to understand your goals. This enables us to propose solutions to meet your objectives, whether estate or legacy planning.

We have a close association with Lodders Solicitors, which has one of the largest Private Client teams in the Midlands. Lodders offers advice on wills, trusts, inheritance tax planning, probate, estate administration, charities and community care. This means we can integrate estate planning into overall financial planning for clients. There is no requirement to appoint Lodders as solicitors although many financial planning clients do. The advantage is that it provides convenience and peace of mind by ensuring that estate planning is an integral part of the financial planning process.