Passing on wealth

Protecting your estate.

Having an answer for the ‘what ifs’ in life is vital in any financial plan. Exploring different scenarios and ensuring your finances are protected in each case will provide you with long-term peace of mind.

By taking a comprehensive approach to your estate planning needs, our advisers can also help ensure your own long-term financial wellbeing is not compromised if you choose to gift an inheritance to family members during your lifetime.

Where we come in.

Financial protection.

While life is not always predictable, it’s possible to attain peace of mind by knowing that your loved ones will be provided for if you are unable to work or if you lose your life. Our helpful advisers can help you select the right protection for you and your family.

Estate planning.

Estate planning encompasses much more than making a will or setting up a Lasting Power of Attorney (LPA). We’ll not only help ensure that your wishes are clear, but also that your wealth is passed on to those you choose with arrangements that could include will writing, financial gifting, trust funds and tax planning.

Inheritance Tax planning.

Inheritance Tax (IHT) might be known as the ‘voluntary tax’ but the laws surrounding it are complex – we would say therefore that specialist advice around estate planning is essential. Our advisers will ensure you understand the opportunities available to help preserve and transfer your wealth in the most tax-efficient way possible.

 

Talk to an expert

Whether you’re clear on what you need, or want an initial chat to find out, we can help.

Get in touch

Meet some of our expert team.

Our highly experienced specialists are ready to help

Pension on divorce

Stephanie Potter

Retirement Planning

Eloise Jenner

Inheritance Tax planning

Geoff Croden

Mortgages

Zoe Ealey

Investments

Charlie Lloyd

Tell us about your goals.

Start working towards your financial goals today by booking a no-obligation initial meeting with one of our advisers

01273 204999
enquiries@shackletonadvisers.co.uk
23 Coleridge Street, Hove, East Sussex, BN3 5AB

    Shackleton is a trading style of Shackleton Advisers Limited, which is authorised and regulated by the Financial Conduct Authority. FCA Number 163291.

    Shackleton Advisers Limited is a limited company registered in England and Wales, with number 04129116. The company’s registered address is 40 Gracechurch Street, London EC3V 0BT.

    This website is for general information only and does not constitute advice. We recommend you speak to your financial adviser before making any decisions. The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

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