Estate Planning

About Estate Planning

At Premier Financial Solutions, are expert advisors are here to assist you with all your estate planning needs, pension advice Cardiff. Estate planning is an important part of wealth management and is much more than paying inheritance tax on the death of a loved one. An estate plan can help to ensure your loved ones will be taken care of when you’re no longer around, while mitigating and managing any taxes that may be chargeable.  Without a robust estate plan, no one can be sure of your final wishes, that can lead to the process of dividing up an estate becoming stressful and complicated. Our experienced advisers can assist you with a range of estate planning solutions, including:

  • Will Writing
  • Power of Attorney
  • Inheritance Tax Migration
  • Gifting Assets
  • Gift Allowances
  • Inheritance Tax Exempt Assets
For friendly and straightforward advice contact Premier Financial Solutions: 02920 099 150

The Financial Conduct Authority do not regulate will writing and estate planning.

Will writing is not part of the Quilter Financial Planning offering and is offered in our own right.

Investors should remember that the value of an investment and the income received from an investment can go down as well as up, and they may not get back the amount they invested.