Solving your estate planning problems with effective solutions.
Jon Leckenby, experienced Independent Financial Adviser in Worksop.
The phrase
"fail to plan - plan to fail"
seems especially appropriate to Estate Planning.
Hopefully, when you die your assets will be inherited by those you wish and with the minimum of tax to pay.
But not if you fail to plan!
It is widely believed that assets under the Inheritance Tax threshold don't cause a problem, but in many cases estate planning complications begin with the value of your home - in Worksop or wherever you are in the UK!
No-one likes paying tax, especially if it can be legally avoided or minimised. So why pay 40% Inheritance Tax when it could easily become an "optional" tax?
Successful Estate Planning should create the most effective solution for your own personal situation by:
As an Independent Financial Advisor (IFA) with Alexander, Calder Financial in Worksop, and with over 30 years experience, I can offer a comprehensive Estate Planning Service for everyone in Worksop and further afield.
The advice I provide is always specific to my client's circumstances and designed to be understandable.
I offer a free initial discussion, without obligation, either at your home or at our Worksop offices where free parking is available.
Any subsequent estate planning work I carry out by mutual agreement can be charged on a fee and/or commission basis, to suit you.
If you wish to know how good estate planning can help you avoid passing on problems or inheritance tax bills to your next of kin
call
Jon Leckenby
on
Worksop 01909 512 250
during office hours.
Alexander Calder Financial Ltd is an appointed representative of Financial Services Advice & Support Limited, which is authorised and regulated by the Financial Services Authority
Jon Leckenby, IFA - Estate Planning - Worksop
Please mention The Best of Worksop when you contact Jon Leckenby, IFA in Worksop
Estate Planning in Worksop
Anston, Barlborough, Blyth Carlton in Lindrick, Clowne, Creswell, Dinnington, Edwinstowe, Gateford, Harthill, Langold, Maltby, Oldcotes, Ollerton, Retford, Rhodesia, Shireoaks, Whitwell, Woodsetts, Worksop