Estate Planning Berkshire
“Smaller, friendlier & more approachable”Our Mantra
At Featherstone, we provide advice on estate planning and the mitigation of inheritance tax (IHT) in Berkshire.
There are multiple ways to reduce inheritance tax liabilities; the easiest and perhaps most enjoyable way might be to simply spend your capital!
However, you may prefer to consider gifting some of your assets to children or grandchildren either directly or by using trusts, gifting to charity, or even to a political party…
Prioritising estate planning is crucial to safeguarding wealth for you and your loved ones. Through strategic asset structuring aimed at tax efficiency, we ensure comprehensive peace of mind for you and your family.
Our Approach to Estate Planning
At Featherstone, we offer comprehensive estate planning services in Berkshire designed to assist individuals in securing long-term peace of mind. Our team of experienced estate planning advisors adopts a holistic, personalised boutique approach. We provide tailored strategies that encompass inheritance planning, trusts, life insurance policies, and other estate planning services, all integrated into a cohesive plan tailored to your needs. Through our estate planning advice, our clients benefit from expert guidance aimed at preserving, growing, and transitioning their assets.
Get in touch with our boutique Berkshire estate planning advisors for more information on how we can help you and your family.
Our Berkshire Estate Planning Services
Inheritance Tax (IHT)
Inheritance Tax (IHT) is a tax on the estate of a person after their passing.
With proper estate planning, it may be possible to reduce or even eliminate an IHT liability. This allows more assets to be passed on to beneficiaries.
The key is being proactive and not waiting until the end of life when opportunities are limited. With foresight and expert guidance, many find it possible to develop an effective, customised IHT strategy. The goal is to thoughtfully transfer wealth to future generations in a tax-efficient manner.
Trusts
A trust is a legal arrangement under which property or assets are held by named people (Trustees) for someone else (Beneficiaries). Different types of trust are used for different purposes. Trusts can serve as effective intergenerational wealth preservation structures, as money can be put to good use in the near term rather than being left behind as an inheritance.
Specialist Investment
Investments in certain assets, such as Alternative Investment Market (AIM) listed shares, benefit from Business Relief (BR). Business relief diminishes the value of qualifying assets for inheritance tax purposes. Typically consisting of higher risk investments, inheritance tax schemes through estate planning are not suitable for most investors, although they can play a small but critical role in planning effectively for inheritance tax mitigation.
Life Insurance Policies
Certain life insurance policies can be taken out as a relatively simple and efficient method of estate planning. This can help cover some or all of the predicted inheritance tax liability.
The Benefits of Estate Planning
At Featherstone, we offer you the opportunity to gain a comprehensive understanding of the current value of your estate, empowering you to make informed decisions that align with your life goals.
Asset Protection
Estate planning enables families to protect their wealth and assets for future generations.
Efficient Asset Distribution
Our estate planning advice ensures that your assets are distributed according to your wishes. This avoids probate delays and minimises any inheritance tax.
Peace Of Mind
Ultimately, our Berkshire estate planning service provides peace of mind for individuals, knowing that their affairs are in order and that their loved ones will be taken care of according to their wishes.
“They are a unique firm, I like the fact that they invest alongside their clients and that they have all worked for large companies in London but prefer a more friendly approach in beautiful West Berkshire countryside.”
Google Review
“I am so pleased I came across Featherstone. They are so refreshing in comparison to other advisors I have spoken to. They are very professional and have put an excellent financial plan in place for me and my family. I am really enjoying working with them.”
Google Review
“Alex May and his team deliver a first-class service that help me and my family navigate various investment and financial-planning matters. I highly recommend Featherstone Partners to anyone seeking top-tier advice in this sphere.”
Google Review
“In an era when many firms try to claim the title “boutique” or “family office”, Featherstone is genuinely both.”
Spear’s Magazine
“Working with the Featherstone team has been a fantastic experience. The team and staff here truly go above and beyond to make sure their clients feel valued and supported.”
One of Our Clients
“Their CVs were impressive, all having worked for large firms in London and seem to have more about them than the local people I had spoken to before in Hampshire/Berkshire.”
Google Review
“What’s refreshing about this business is that they seem to be taking a new approach to private wealth management – prepared to spend the time and focus on customer service irrespective of the size of your estate, in order to to win trust.”
Google Review
“Refreshingly current in approach and forward thinking in their advice. I was very impressed with the Featherstone team for providing such a high quality and personal service.”
Google Review
“I have been with Featherstone for the past four years and couldn’t be happier. Good advice given from a very knowledgeable and approachable team.”
One of our Clients
“We are featured in the upcoming Spear’s Wealth Managers Index 2024 as a Recommended HNW Wealth Manager”
Spears 500