How can a financial adviser help me with my estate planning?
In your first meeting with a Wren Sterling adviser, your adviser will get to you know you and discuss your situation. We can then help you value your estate, consider scenarios which can affect your financial plan (now and in the future) such as poor health or support for your beneficiaries. Using details from our discussion, your adviser can design a plan to meet your financial goals, predicting how much your pension might be, and calculating any potential IHT bill to avoid any unnecessary tax.
All our financial advisers are qualified to discuss matters relating to estate planning – but some are SOLLA (Society of Later Life Advice) members. This means they have taken additional qualifications to prove they have the knowledge and personal skills to discuss the difficult topics around death, inheritance, and financial issues.