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Estate Planning

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A lifetime to build, now time to protect.

The thought of working all your life and then having to pass a percentage of your estate to the tax man can leave people feeling uncomfortable. There are ways to minimise liabilities, but it takes planning to do so.
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How we can help

Understand your position

Individuals may find they need to sell a properties and pay significant inheritance tax due to a lack of appropriate planning. By taking a few simple measures, you can safeguard your assets and potentially save a substantial amount of money for yourself and your family.

Tax planning is not regulated by the FCA.

Having a will

Ensuring that you have a will in place and that this is updated on a regular basis is a key part of estate planning. Your will is going to ensure that the beneficiaries of your estate will inherit precisely what you wish.Your will can also assist in reducing an inheritance tax bill for your family or instruct a donation to charity.

Will writing is not regulated by the FCA.

Generational Planning

We can help you plan the most appropiate way of passing your wealth down to the next generation. This could be during your lifetime or after your death.

Our Happy Customers

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  • "the advisers have given sound financial advice to me, both with regard to my family and to my own retirement planning."
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  • "8 years on I feel really comfortable with my financial goals, have confidence for my financial future"
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  • "We are now happily retired with investments that will support us until we are a 100yrs old and well past worrying."
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  • "We have been with MRA for 15 years and without their help and guidance we would not be in the property we have now."
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  • "Phil goes to great lengths to explain all his services and to make certain that we understand all aspects of them."
    H Adams
  • "MRA explain everything about your finances in plain talk that anyone could understand I would thoroughly recommend him to anyone."
    P Begent

Helpful Guides

Estate and Trust Planning

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Wealth Preservation

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Passing Assets Efficiently

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MRA Financial is a trading style of Absolute Financial Management who are authorised and regulated by the Financial Conduct Authority, FCA Number 401135 / https://register.fca.org.uk/

Registered in England and Wales 05027747. Registered Office The Bull Yard, R/O 75 High Street, Ashford, Kent, United Kingdom, TN24 8SN.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Website: www.financial-ombudsman.org.uk.
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