Estate Planning

Our Estate planning service helps you to understand what your Estate is worth, how much tax your Estate might pay and what action can be taken to protect your legacy.

Our financial planners will start by looking at where you are today, and where you want to be in the future. Then we put together a financial plan that helps you get there. This will include a full Inheritance tax calculation and recommendations.

Because life often gets in the way of even the best plan, our regular review meetings will help you stay on track. We will be the partner for your financial future, offering advice and a second opinion on any matter which may impact your future lifestyle.

UNSURE IF WE CAN HELP?

If you are not sure whether our services can assist you, why not come in and see us or give us a call? Your first appointment is completely free of charge. We will inform you of all the costs involved prior to carrying out any work on your behalf.

Forms of payment vary dependent upon the type of work we carry out but in most circumstances charges can be deducted from the plan or investment.

Based in Horncastle, Lincolnshire, FH Manning Financial Services Ltd is a totally independent company that is owned by the current directors. All of our directors have their own area of expertise and play a pivotal role in the daily running of our business.

01507 527 383
Malcolm Wright: mw@fhmanning.co.uk

THE SERVICE INCLUDES:

Looking to the future
  • Comprehensive Estate valuation and Inheritance Tax Calculation
  • What if? scenario planning
Second Opinion Service
  • Advice on any other matter, where a second opinion is needed
Regular meetings
  • Regular opportunities to meet to continue to develop our relationship and provide information on the progress of your financial plan
Contact Commitment
  • Unlimited telephone & email access
  • Out of office contact with your adviser
  • Priority Response to phone calls and emails within 24 hours
  • Unlimited meetings – either face to face or using the latest online meeting technology
  • Meetings at a location of your choice
  • Evening & weekend meetings if required
  • Regular newsletter by email
Portfolio Monitoring
  •  In house designed portfolio based on your specific circumstances
  • Regular updates and recommendations during the review period
  • Timely recommendations to maximise tax allowances between review
Reporting
  • Detailed report
  • Unlimited additional valuations
  • Reports on a date chosen by you
  • Annual Inheritance tax calculation
Professional Service
  •  Providing strategic updates to your accountant or other professional advisers
  • Supplying tax year end information
  • Recommending Other Professionals as the need arises
  • Contacting companies on changes i.e. moving house etc
Tax Planning Service
  • Providing tailored advice in conjunction with your other professional advisers
  • Inheritance & Estate Planning Advice
  • Inheritance tax calculation on an annual basis where applicable
Remove the Hassle Service
  • To sort through any paperwork that you receive on a regular basis, ensuring you only retain the essential documentation.
Your commitment
  • To share your outlook for the future and be willing to discuss your needs and objectives
  • To update us on any changes to your circumstances at the first available opportunity
  • To provide us with full information on your income and expenditure, attitude to risk and objectives and requirements
  • To provide us with full information on any existing investments, pension plans, life insurance and other products