0345 300 6256 To arrange a free, no obligation meeting
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0345 300 6256
To arrange a free, no obligation meeting

Preserving Your Estate

At Chase de Vere, we can develop strategies to ensure your assets are distributed according to your wishes, with a focus on reducing tax on wealth passed to your beneficiaries as part of your estate.

We can also help you avoid the burden of long-term care costs, an ever-growing threat to estate preservation.

Inheritance Tax planning

Providing for your loved ones after you die is obviously an important issue. Yet, poor planning can cost your beneficiaries hundreds of thousands of pounds in Inheritance Tax (IHT). However, it is possible to reduce significantly the amount of IHT your beneficiaries pay, or even pay none at all.

Ensuring first there's a solid foundation for your plan - a solicitor-drafted will - our expertise will give you access to the range of Inheritance Tax mitigation techniques. These range from you making full use of IHT allowances and exemptions and giving away your assets, to using trusts and IHT-efficient investments. We regularly work with solicitors and other types professional advisers to develop genuinely comprehensive solutions for our clients.

Our service also extends to probate planning, and providing help and advice to family members dealing with the immediate financial upheaval in the event of your death.

Long-term care

By anyone's standards, the care funding system is complex. A bewildering array of options and lack of clear information leave many confused about who pays what and whether they're eligible for State support. At Chase de Vere, we can help you navigate the complexity, advise on your care-funding plan, explain the options available to you, and wherever possible, help you preserve your wealth.

Our long-term care advisers all have the Chartered Insurance Institute's CF8 professional qualification in long-term care insurance, so you can be sure of their expertise, and their ability to work closely with your solicitor.

Simplifying complexity

At Chase de Vere, we have a wide range of strategies to help you preserve your estate for your loved ones, and to maximise income and assets you may need for long-term care. Together, we can develop a plan that efficiently organises your financial assets, uses insurances to boost financial protection, and is as tax-efficient as possible.

Important information

The Financial Conduct Authority does not regulate tax advice, will writing and some forms of buy to let mortgages.

What next?

Call 0345 300 6256

Call us now to arrange a free, no obligation meeting with a qualified financial adviser near you.

Why choose Chase de Vere?

  • Experienced
  • Expert
  • Independent
  • Professional
  • Award-winning
Find out why we're different

We are very pleased with the service and the results from various advisers whose twice-yearly visits are invaluable.

M Clement