Estate Planning

Efficient estate planning is vital to ensure that when you die, your wealth is distributed according to your wishes and the financial security of your loved ones is assured.

Depending on your circumstances, our expert input can greatly reduce, or even completely remove, your inheritance tax liabilities. Ideally, estate planning should be an element of your overall financial strategy from an early stage.

Estate planning is not part of Openwork Partnership offering and are offered in our own right. Openwork Partnership accepts no responsibility for this aspect of our business. Estate planning is not regulated by the Financial Conduct Authority.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.