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Personalised Inheritance Tax & Estate Planning in Bristol, Bath & Surrounding Areas
Protect Your Legacy with Expert Estate Planning Advice
Passing on wealth to your loved ones is one of the most important financial decisions you'll make. At Strong Financial Solutions, we provide tailored inheritance tax and estate planning advice across Bristol, Bath, Weston-super-Mare, Portishead, Clevedon, Gloucestershire, Exeter, and North Somerset.
Whether you're concerned about reducing inheritance tax liabilities, ensuring your wealth is passed on as intended, or safeguarding your family's future, we offer clear, practical guidance to help you plan with confidence.
Book a no-obligation Estate Planning Consultation and start protecting your legacy today.
Our Estate Planning & IHT Reduction Services
Inheritance Tax Reduction Strategies
Worried about how much of your estate will be lost to inheritance tax? We help you understand your liabilities and explore strategies to minimise tax where possible.
- Advice on gifting assets to reduce taxable estates.
- Understanding the seven-year rule and how to plan gifts effectively.
- Guidance on charitable donations to reduce tax liability.
- Using trusts to safeguard wealth for future generations.
Learn How to Reduce Inheritance Tax and keep more of your wealth within the family.
Estate Planning for Peace of Mind
Estate planning is about ensuring your wealth is passed on as intended. We help you:
- Plan how assets will be distributed after your lifetime.
- Ensure Wills and Lasting Power of Attorney (LPA) are in place.
- Provide guidance on setting up trusts to protect vulnerable beneficiaries.
- Help you consider how changing family circumstances could affect your plans.
Discover Estate Planning Options and start building a clear plan for the future.
Understanding Gifting and Exemptions
Gifting is a powerful way to reduce inheritance tax, but it must be done correctly. We provide clear advice on:
- Annual gift allowances and how to use them.
- Planning larger gifts and understanding potential tax implications.
- Using wedding gifts, charity donations, and small gifts to reduce liabilities.
Speak to an Estate Planning Expert to maximise gifting strategies.
Using Trusts to Protect Your Wealth
Trusts can be an effective way to manage assets and reduce IHT. We guide you on:
- Different types of trusts and which is right for your circumstances.
- How trusts can safeguard assets for vulnerable beneficiaries.
- Understanding the tax implications of trusts and how to manage them effectively.
Learn More About Trust Planning and protect your family's future.
Estate Planning is not regulated by the Financial Conduct Authority.
Common Inheritance Tax & Estate Planning Concerns
How Much Inheritance Tax Will My Family Pay?
We provide a detailed analysis of your estate and explore strategies to reduce the taxable value.
How Do I Pass on Wealth Without Paying Too Much Tax?
Through strategic gifting, using trusts, and other financial planning, we help you reduce liabilities and maximise what your family receives.
When Should I Start Estate Planning?"
The earlier you start, the better. We provide guidance on immediate steps and long-term strategies for effective estate planning.
Book Your no-obligation Consultation to discuss your personal estate planning concerns.
Why Choose Strong Financial Solutions for Inheritance Tax & Estate Planning?
- Personalised advice tailored to your family and financial circumstances.
- Local expertise in Bristol, Bath, and surrounding areas.
- Clear, jargon-free guidance to simplify complex planning.
- Support with trusts, gifts, and tax-efficient strategies.
- Flexible appointments, available remotely or in person.
Speak to a Local Estate Planning Expert or Book Your no-obligation Consultation today.
Areas We Cover for Estate Planning Advice
We provide inheritance tax and estate planning advice across:
- Bristol (including Clifton, Bedminster, Redland, Southville)
- Bath
- Weston-super-Mare
- Portishead
- Clevedon
- Gloucestershire
- Exeter
- North Somerset
Frequently Asked Estate Planning Questions
How Do Trusts Help Reduce Inheritance Tax?
Trusts can allow you to pass on assets while keeping them outside your taxable estate, reducing potential IHT liabilities.
When Should I Update My Estate Plan?
Any major life change, such as marriage, having children, or receiving an inheritance, should prompt a review of your plan.
What Are the Main Exemptions for Inheritance Tax?
There are several, including annual gifts, charity donations, and gifts to spouses or civil partners. We guide you on using these effectively.
Book Your no-obligation Consultation for personalised answers to your estate planning questions.
Ready to Secure Your Family's Financial Future?
Effective estate planning can protect your family's future and reduce inheritance tax liabilities. We’re here to guide you every step of the way.
- Book a no-obligation Estate Planning Consultation to start safeguarding your legacy.
- Learn More About Inheritance Tax Reduction for peace of mind.
We understand that from time to time our clients may find themselves dealing with circumstances that could mean they are potentially vulnerable. For example, a change in health, caring for a family member, or coping with the loss of a loved one. There are many different types of vulnerability, and what makes one person vulnerable might not affect someone else. When we are vulnerable, our need for financial advice may change. However, admitting vulnerability or seeking help can sometimes feel hard.
If this is something you would like to discuss with us, please ask for a copy of our support guide or download a copy here. This guide is designed to help explain vulnerability and the ways in which we might be able to support you. If you feel any of the circumstances in the brochure apply to you, please talk to us
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Strong Financial Solutions is a trading name of Strong Mortgage Solutions which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
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