Estate Planning -Macmillan Financial Planning

Estate planning

We take a very personal approach at Macmillan Financial Planning and only when we meet you and understand what and who is important in your life, can we give you the best advice on how to achieve peace of mind regarding your long-term financial security. Knowing that your loved ones will be looked after is an important part of this. Approaching Estate Planning requires careful thought and sensitivity, but it is something that we are very experienced in.

Get in touch to see how we can help.

Planning your tax

If we can help you to save tax, we can help you to build your capital.

At Macmillan Financial Planning we can help you plan tax on earned income, savings, profits, income tax and capital gains tax. Looking at the longer term, we can help you plan around accumulated wealth and inheritance tax.

Our advice is based on your needs; ranging from ISAs and pensions to more complex investments and products to help you make the most of your money.

Reducing inheritance tax liability is important for many of our clients. We're here to help you make the most of your assets for yourself and for your loved ones.

Get in touch to see how we could help you with tax planning.

Estate planning

Estate planning

If we can help you to save tax, we can help you to build your capital.

Lifestages

Pre Retirement

Post Retirement

Estate Planning

Business Owners

My wife and I have been clients of Macmillan Financial Planning for nearly ten years. Graeme is an outstanding financial adviser.

Graeme has provided us with timely, sufficient information for us to monitor performance; he is quick to respond to any queries and remains proactive, bringing new ideas for consideration on a regular basis.

We trust Graeme, he is approachable and good listener and at the same time is professional and considerate. He has strong analytical skills and in-depth knowledge which enables him to provide good objective judgement. All of these qualities amount to integrity in a valued service.

Estate planning

Estate planning

If we can help you to save tax, we can help you to build your capital.

Lifestages

Pre Retirement

Post Retirement

Estate Planning

Business Owners

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My wife and I have been clients of Macmillan Financial Planning for nearly ten years. Graeme is an outstanding financial adviser.

Graeme has provided us with timely, sufficient information for us to monitor performance; he is quick to respond to any queries and remains proactive, bringing new ideas for consideration on a regular basis.

We trust Graeme, he is approachable and good listener and at the same time is professional and considerate. He has strong analytical skills and in-depth knowledge which enables him to provide good objective judgement. All of these qualities amount to integrity in a valued service.

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