Carefully planning the financial affairs of your estate is essential to ensure that you can pass on the maximum benefit to your beneficiaries. Estate preservation is about helping you to look after and maintain your wealth in the most efficient way. Home ownership and rising property values have meant that more and more people are being subjected to Inheritance Tax every year. Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.
This section of our website provides some useful and practical information on how clients can preserve their estates. Developing a financial plan or an estate plan will help ensure that you have the information and tools to make the right investment choices for you. At Cowley & Miller Independent Financial Services Limited, we know how important it is to develop plans that take all of your current and future needs into account. Our Financial Advisers can guide you through this process, ensuring you make the most of your investments - and your valuable time.