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Estate Planning

Capital Manor Financial Advisors Limited understands that protecting our client's wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates.

Estate Planning Services

Lasting Powers of Attorney
Specialist Trusts (inc Personal Injury Trusts)
Co - Habitation Agreements
Deed of Gifts
Probate Services
Executorship Services
Partnership Agreements
Guaranteed Funeral Plans

Capital Manor Financial Advisors Limited arranges a preliminary meeting for the purpose of establishing whether we are able to assist with the prospective client's needs and objectives. At this meeting we also discuss how we will be paid for our services should we be instructed to proceed. There is no charge for this preliminary meeting and no obligation on either side.

The Financial Conduct Authority does not regulate Funeral Plans, Will Writing, Taxation or Trust advice.

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