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  • The Wright Financial Consultancy
  • The Wright Financial Consultancy
  • The Wright Financial Consultancy

Estate Planning

Edinburgh Financial Adviser Estate Planning Wright Financial ConsultancyAre you concerned what will happen to your estate on your death? What Inheritance tax, if any, would be payable by your executors?

In all likelihood you have worked hard to build up your assets and you probably want your family to benefit when the time comes. The reality is however, they could end up having to give a large proportion of your money away in inheritance tax or be forced to sell property or other assets if you have not made the appropriate provisions.

With property prices as they are many more people find themselves over the IHT (Inheritance tax) threshold.
The typical tax over this threshold is 40%.

With the right planning we can help safeguard your family's inheritance.

Would you like to gift monies to grandchildren or set up a Life Insurance Trust for beneficiaries?

Are you concerned what would happen if you required long term care. How would you pay nursing home fees?

We can provide you with the appropriate inheritance advice and guidance, to help safeguard your estate for your family, and ensure your wishes are taken care of.

Please Tel:0131 476 3000 to find out how we can help.

Not all Inheritance Tax Planning solutions are regulated by the Financial Conduct Authority.

The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

The Wright Financial Consultancy is authorised and regulated by the Financial Conduct Authority, and is entered on the FCA register ( under reference 190745.


estate planning

Financial advisors Edinburgh ~ IHT advice Edinburgh ~ Nursing home fees Edinburgh