STRAIGHTFORWARD ESTATE PLANNING ADVICE, ST. HELENS
Paul Hart Independent Financial Advisor in St. Helens offers tailored estate planning – solutions to reduce inheritance tax – Independent, jargon-free advice.
Contact us today to start your financial planning.
YEARS OF EXPERIENCE
FREE CONSULTATION
TRUSTED ADVISORY
TAILORED ESTATE PLANNING SOLUTIONS
Planning for the future is one of the most thoughtful steps you can take for your loved ones. We specialise in estate planning, wills, and trusts to ensure your assets are distributed according to your wishes. With over 31 years of experience, our team provides independent, jargon-free advice tailored to your individual circumstances. Whether it’s reducing inheritance tax, safeguarding wealth, or protecting vulnerable beneficiaries, our services are designed to offer peace of mind and security for your family.
SECURE YOUR LEGACY
Our estate planning services are designed to make a complex process simple and clear. We guide you through creating a will that reflects your wishes and setting up trusts to protect your assets. Trusts can help reduce inheritance tax, safeguard wealth, and provide for vulnerable beneficiaries. We also provide guidance on equity release, helping you understand how to access your property’s value safely and effectively. With independent advice, you gain a clear understanding of your options, ensuring your family is protected and your legacy is secure.
ESTATE PLANNING AND EQUITY RELEASE MADE SIMPLE
Our estate planning services are designed to make a complex process simple and clear. We guide you through creating a will that reflects your wishes and setting up trusts to protect your assets. Trusts can help reduce inheritance tax, safeguard wealth, and provide for vulnerable beneficiaries. We also provide guidance on equity release, helping you understand how to access the value of your property safely. With independent advice, you gain a clear understanding of your options, ensuring your family is protected and your legacy is secure.