What is Estate Planning?

Published: 3 January 2018

This will help to ensure that the people you intend to receive the benefit of your estate on your death do so. This is something that people put off until it is too late and then creates huge problems for their beneficiaries so arrange a consultation with Cotswold today to ensure your plans are delivered on.

At Cotswold Independent Financial Services, we will show you how the people you trust can manage your finances if you become mentally or physically incapable of managing your own affairs due to illness or injury.

We can show you how to structure your financial situation so that your assets can pass to your beneficiaries with the least amount of Inheritance Tax being incurred.

We will assist your solicitor and executor with the settlement of your estate upon death. We will support your family and help them deal with issues as they arise.