Estate Planning

Our clients are generally keen to ensure that their loved ones receive their legacy in a protected and tax efficient manner.

Our advisers work closely with our legal partners to deliver strategies that not only meet this objective but also ensure that you have enough money to secure the retirement you deserve.

Our cashflow modelling software underpins this process and allows us to explore various planning options until the ultimate strategy is identified.

This might include:

  • The facilitation of new wills (perhaps including trusts for asset protection or inheritance tax efficiency)
  • Lifetime gifts to individuals or trusts
  • Inheritance tax efficient investments
  • Pension structures as wealth transfer vehicles
  • Whole of Life Insurance to provide for Inheritance Tax liabilities without the need for re-arranging your affairs

*Wills and trusts are not regulated by the Financial Conduct Authority.

Although my own financial future is my first priority, knowing the kids won't lose out was also important to me"

Prime Wealth Planning Limited is an appointed representative of Best Practice IFA Group Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered Office: 5 Argosy Court, Scimitar Way, Whitley Business Park, Coventry, CV3 4GA. Registered in England and Wales No. 8003140. A list of Directors is available at the Registered Office. The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. Prime Wealth Planning Limited is entered on the FCA register ( under reference 586270. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit