Estate Planning

Having your affairs in order through proper estate planning protects your legacy and ensures your wishes are clearly defined.

Service Icon Wills

With our Estate Planning service, we can reassure you that you’ve planned appropriately. If you don’t have a will in place when you pass away, the decisions about what happens with your property and possessions fall to the government based on fixed rules that you may not agree with.

Acting now to create (or update) a will or trust allows you to define what happens according to your wishes.

Wills & Trusts

While wills and trusts are legal documents requiring professional language, we will talk with you about your family, your situation, and your wishes in a straightforward way so we understand what you want to have happen.

We will chat with you to review some important questions such as:

  • Would a trust be a beneficial structure?
  • How can you best reduce inheritance tax?
  • Who would be a suitable executor or trustee?

We know that writing a will is not the easiest topic to cover, but it’s so important to have one in place that covers everything you need.

At Peppermint, we have helped many of our clients secure peace of mind about their affairs through our estate planning services.

* Note: the Financial Conduct Authority does not regulate estate planning advice.

Paul has advised me for nearly some twenty years and provided much appreciated advice and financial knowledge which has helped me enormously.

Mr Mark O.

Let’s Start the Conversation

If you would like our expert, impartial advice – give us a call and get started outlining your wishes and protecting your legacy with our Wills and Trusts service.

Service Icon Wills

Expert Estate Planning

Ready to start that conversation? We are happy to talk with you at your convenience, please get in touch.

We realise that appointing an adviser is an important decision so we offer a free, no-obligation initial meeting.

T: 01932 955 955
E: hello@peppermintfs.com

    Details submitted through this form are confidential. The information therein is used only to contact you to discuss the areas you’ve expressed an interest in. Your contact details will not be used for marketing.