Email: info@devonfinancialadvisers.co.uk 
Tel: 01769 574674 

Estate Planning Devon 

Estae Planning Advice
You’ve worked hard for your wealth so of course you want to ensure that it’s protected for your family’s future. Whether it’s funeral expenses, care home fees or inheritance tax you’re concerned about, we can advise you in all areas of your estate planning and ensure your family’s needs are secured. Town & Country Financial Advisors in South Molton have the knowledge and expertise to help asses how we can minimise your tax liability and increase what you leave your loved ones. 
 
What is Estate Planning? 
Estate Planning is the process of anticipating and arranging for the disposal of an estate during a persons life. Estate Planning typically attempts to eliminate uncertainties over the administration of a probate and maximise the value of the estate by reducing taxes and other expenses. 
 
What is Inheritance Tax? 
Inheritance Tax is a tax which can arise where a beneficiary receives an inheritance as a result of someone dying. The beneficiary is responsible for paying the tax. 
 
When you die the government will assess how much your estate is worth, they will deduct and debts from this to give you the value of the estate. Assets Include: 
 
Cash in the Bank 
Investments 
Property & Businesses Owned 
Vehicles 
Pay Outs from Life Insurance Policies 

Enquiry Form 

Elements of an Estate Plan 
 
A Will – allows you to specify your wishes and distribute your property and also states who will care for your children. 
A Trust – Holds all your assets for the benefit of one or more people. 
Life Insurance – Proceeds are paid to a beneficiary at your death 
Gifts – A way to transfer property to your family, friends or charity. 
Tax Exclusions – these are available as important tax planning tools. 

Town & Country Financial Advisers – Estate Planning 

It’s never too early to start thinking about planning your estate and while an estate plan can’t pass on your memories and experiences it can help to pass on your assets. Contrary to what many people think, you don’t need to be a millionaire to have an estate plan. Town & Country Financial Advisors, South Molton can help guide you through the estate investment planning process and work closely with you and your tax and legal advisors to ensure you and your family’s needs are secured. 
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