Estate & Tax Planning.

Conserve Your Wealth.

Preserve your wealth for loved ones to inherit, with specialist guidance on estate tax efficiency from South West financial planners.

Estate planning isn’t about the end, but the future. We all want to pass on as much as we can to the next generation and help them thrive even when we’re not here to watch. With expert estate and tax advice, you can mitigate your tax responsibilities and reserve that hard-earned cash for the ones you love.

Estate Planning.

Estate Planning is all about working out how to keep hold of as much of your assets as possible and reduce the impact of death duties. It also involves thinking about how your estate will be distributed after death and its management in the event of your incapacitation.

Tax Planning.

Tax Planning means coming up with ways to mitigate taxes, so you only have to pay the minimum required. If your financial plan results in the lowest level of taxation necessary, it is called tax efficient.

We Protect Your Estate.

To help you make the most of your estate, we keep it simple. After a review of your current situation, we consider what next steps will work for you. We then present a range of potential solutions that will reduce your tax responsibility and ensure your estate is passed on in the right way. If you’re happy, we can work with your solicitor and accountant to put the plan into action.

Estate & Tax Planning in Devon.

Though necessary, tax and death duties can take a significant chunk out of your wealth if you’re not careful. Take control of how your assets will be impacted and managed after death with Hansford Bell’s specialist estate planning team. Together, we can minimise what you owe and keep your estate safe.

*Note – The Financial Conduct Authority do not regulate some forms of secured lending. As a mortgage is secured against your home or property, it may be repossessed if you do not keep up the mortgage repayments.

What our clients have to say…

“Hansford Bell has been a fantastic company to work with for all my family’s finances. They have helped us with mortgages, pensions and personal financial planning. A lovely friendly team I would highly recommend.”

Christian Colam, Google review

Christopher is an absolute professional and very knowledgeable. He was extremely patient in explaining some of the documents to me. I would recommend Chris wholeheartedly.

Verified Client, Vouchedfor review