Estate Planning

Estate Planning

You naturally wish to preserve as much of your Estate as possible for the next generation.  You've worked hard to build up your assets and careful planning can help with getting as much of your Estate as possible to the people you wish to benefit.  Our stategies may use any combination of gifting, using annual exemptions, investments within trusts and even the use of pension plans, which can now be an excellent way of passing wealth down the generations if you use the right providers and forms.


Inheritance tax is chargeable at 40% of your taxable estate.  A full review of your assets will identify which assets are chargeable and how the tax liability may be mitigated. 

If you also have concerns regarding care fees planning, we can help you there, too.

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Optimal Planning Ltd, 2017

The Portway Centre

Spitfire Road

Old Sarum

Salisbury SP4 6EB

01722 770600

Optimal Planning Ltd is authorised and regulated by the Financial Conduct Authority, firm reference 463108.  Company Registration Number 5996871