Estate Planning

Create a legacy that matters

Working together

How We
Can Help

We offer estate and inheritance planning services that maximise the net value of the estate by reducing taxes where possible. We will guide you and your family during the process and put together the best way to structure your assets and prepare your legacy to be inherited the way you want.


Setting up a trust might help mitigate the amount of tax paid by your loved ones.


Gifting assets while you can is an important part of inheritance planning.


Using all your annual tax allowances can help you pass your legacy efficiently.

helping you manage your money

Estate Planning

Property loans

What is Estate Planning?

Financial planning is a comprehensive analysis and assessment of your individual needs, values and goals and aligning them with your finances. It provides a complete picture of where you are with your finances and where you can get to in the future.

When Inheritance Tax is paid?

The Inheritance Tax (IHT) is paid on your death by your beneficiaries if the assets exceed the individual nil-rate band and potentially the Residence Nil Rate Band (RNRB). At the moment the IHT rate is 40% above the nil rate band. The Inheritance Tax is also payable on certain gifts placed in trust during your lifetime.

"Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn't as hard as you might think."

Suze Orman

plan of action

know your Options

We will begin with a free no-obligation consultation to understand your circumstances and needs and if the service we provide is right for you. Afterwards, we will prepare a report of recommendations based on the information we gathered. If you decide to go with our advice, we will take care of the fund implementation and policy administration for a fuss-free process. We can also help you to arrange a Will.*

* Will writing involves the referral to a service that is separate and distinct from those offered by Glade Financial. Wills are not regulated by the Financial Conduct Authority.

Understand your options

Our personal service and bespoke estate planning solutions give you the help and expertise you need to make sure you’re fully prepared, no matter what the future holds

Mitigate inheritance tax

It is important that you arrange your affairs in the way that is most tax-efficient to mitigate the tax liability on your passing.

Control what happens to your assets

Having a valid Will is the most important part of inheritance planning. We can help you arrange a Will and structure your assets in the way that you would like them to be passed on.

Helping you get the most out of your money

Estate planning

Your trusted wealth partner

We can never predict the future but we can make sure you are ready for whatever the future brings. We will break down the complexity of financial management and give you the clarity and guidelines you need.

our promise:

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