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Estate Planning

Estate planning is a fundamental process that involves the arrangement and organisation of one's assets, properties and financial affairs to ensure a smooth and efficient transfer of wealth to beneficiaries upon one's passing.

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We can help you take an objective and holistic approach to enable to you pass on your wealth as effectively as possible.

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From simple gifting to more advanced planning via trusts, you can transfer your assets safe in the knowledge that you have minimised any tax implications for your dependents and beneficiaries.

Character Financial Services Ltd is an appointed representative of Best Practice IFA Ltd which is authorised and regulated by the Financial Conduct Authority.

We are registered as a company in England and Wales. Company number 2316414

Registered office: Winterton House, High Street, Westerham, Kent TN16 1AT

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