Estate Planning

Wills and inheritance tax planning is a huge part of estate planning that should be considered by anybody with life insurance or similar assets.

We have specialist financial advisors that can support you to make plans for your estate in the event of death or incapacitation, to ensure your estate is distributed according to your wishes, meaning your loved ones are adequately provided for. 

Our confidential, professional advisors at Carter Thompson Wealth Management will work with you to create an integrated estate planning solution. We will explain the various scenarios your beneficiaries will face after your death and how you can prepare your assets for this difficult time in the least stressful and taxing way possible.

Estate Planning is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business. Estate Planning is not regulated by the Financial Conduct Authority.

Expert Advice

Browse our range of ebooks, checklists and other printable documents whilst finding a wealth management strategy that's right for you.

Protecting Your Business
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Life & Protection Insurance Explained
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The Value of Financial Advice Throughout Life
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Ready to invest in your future?

Estate planning is a secure way to make plans for safeguarding yours and your family’s financial future, by looking at plans for distributing your assets. Speak to one of our confidential advisors today about your personal financial needs