Services for Individuals

Estate Planning for Individuals

An increasingly complex area requiring specialised advice in order to prevent expensive miscalculations or misunderstandings.

An increasingly complex area requiring specialised advice in order to prevent expensive miscalculations or misunderstandings.

Here at Butt Miller we offer comprehensive advice on all aspects of estate planning, helping clients to make the most of their financial assets now and in the future.

In the south-east, with property values rising all the time it is surprisingly easy to fall foul of Inheritance Tax issues. We can advise on thresholds and monitor your exposure to tax, your house is an asset for you and your family and through sensible estate planning we can help to maximise its value.

Retirement Strategies – It is the hope of every working person that they should be able to maintain a certain standard of living while enjoying their well-earned retirement.

Of course, we cannot grant wishes and we certainly do not have a ‘magic money tree’ but what we can do is advise you about how to make the very most from your assets. The first part of our job is to ask the correct questions, then armed with this information we are in a position to offer the best and most appropriate advice for your individual requirements.

As ever, we find the most appropriate way to start is with an initial conversation, perhaps over a cup of tea. Please call or email to make arrangements for a chat, we will be delighted to help.

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Check if our frequently asked questions can shed more light

It sometimes seems that the financial services industry make things confusing on purpose, we promise you that this is not the case, Government legislation and guidelines change regularly and it is our job to keep up with these changes.

We work hard to keep things simple and always communicate clearly, estate planning is a sensitive and often highly personal matter, we communicate clearly, discretely and compassionately.

NEED MORE INFORMATION?

Estate Planning for Individuals

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