Starting to plan ahead? Choose Martin Wilcocks for comprehensive will and estate planning solutions. An award-winning financial adviser, Martin can help you arrange everything exactly as you want it without unnecessary exposure to inheritance tax.

 

Call Martin to arrange your personal consultation

If you want to find out more about will planning in Liverpool or elsewhere in the UK, Martin Wilcocks offers practical, honest and straightforward advice you can really rely on. He’s a highly experienced financial adviser who is proud to be a trusted partner to long-term clients, offering expert advice at a number of key stages throughout their lives.

 

Let’s talk about estate planning

Not everyone feels comfortable having a conversation about what happens to their money and estate when the time comes. It’s definitely not easy to start talking about this topic, but it is extremely important to start planning.

Martin Wilcocks approaches these crucial conversations about will and estate planning with patience, honesty and sensitivity. He knows just the questions to ask to start you thinking along the right lines about what matters to you when it comes to passing on your wealth. Your wishes and concerns are of the utmost importance, and will guide every decision you and Martin make together.

Arranging a consultation with an expert in will planning such as Martin is a smart, responsible and forward-thinking decision. If you want to find out how to arrange your affairs for the benefit of your family, to minimise the burden of inheritance tax and to take control of what happens when you’re no longer here, get in touch.

 

Helping to make those difficult decisions easier

Deciding how to pass on your wealth is completely up to you and your family. What Martin Wilcocks can do is provide expert financial advice to help you make fully informed choices.

It can be difficult to know where to start when it comes to drawing up your will, but Martin is on hand to guide you through each decision. Estate planning doesn’t have to be complicated or confusing, not with an experienced financial adviser by your side.

He can offer recommendations on how best to provide for your family, friends and charitable organisations too.

 

Minimising your exposure to inheritance tax

Inheritance tax (IHT) can eat away a significant chunk of your legacy if you aren’t careful. This can reduce the amount of money or assets you leave to your loved ones. However, there are steps you can take to reduce the burden of IHT, such as placing certain assets into Trust.

Martin Wilcocks can provide advice on the most suitable options for reducing IHT in your personal circumstances. You’ll benefit from tailored advice based on your exact wishes and financial situation, so that your estate planning is as tax efficient as possible.

Give Martin Wilcocks a call on 0845 200 4041 to start the discussion about your will and estate. Martin offers will planning in Chester, Manchester, Liverpool and throughout the North West, and he is happy to arrange one-to-one consultations in person or by phone.

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