Estate Planning - Keep more of what you make

You And Yours Estate Planning

Name: Stephen Kershaw – 18/03/2018
Rating: 5
Author: Steve K

‘IN THIS WORLD NOTHING CAN BE SAID TO BE CERTAIN EXCEPT DEATH AND TAXES’ BENJAMIN FRANKLIN

Fill in your details and DOWNLOAD this FREE guide which set out the basics of Estate Planning.

What Is Covered In This Guide?

What does ‘estate planning’ mean to you?
Your will
And if you don’t make a will…
Lasting powers of attorney
Inheritance tax
Estate planning and IHT planning
How we can help

Joy moved my final salary pension and gave clear and precise guidance as to what funds to look at, making a complicated situation easy to understand. So far the funds have out-performed the market equivalent, so I am happy with that.
Steve K Swindon 18/03/2018
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James was friendly, attentive and patient! He made sure he understood the situation and gave clear, detailed and pertinent assessments of options to assist decision making and planning for the future. One other significant point is that James made equal eye contact with both me and my husband - this is often not the case. He quickly tuned in to the different types and levels of information we each needed and addressed our individual preferences with acuity.
Linda W Westbury on Severn 16/11/2018
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James reviewed and advised on my pension policy making recommendations on next steps. I was very happy with the advice given and steps taken, I felt informed at all stages and that James was approachable and flexible.
Mark C Bristol 19/11/2018
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I wanted to transfer some final salary pensions to an independent fund, the most impressive part was Joy's commitment, providing the necessary information and transfers in a timely manner. I cannot think of anything that could have been done better, it was an excellent service.
Nick H Chippenham 21/03/2019
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Michael was very friendly and helpful from outset and went through a full fact find free of charge with no 'hard sale' or undue pressure. I was more than happy to appoint Michael as my adviser, he prioritised my financial needs and broke down the advice into stages which made it understandable and clear to see the value that he could add.
Alan M Yate 30/03/2019
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After my previous advisers went into liquidation I came to Hartsfield. James was very helpful and couldn't have done more than I asked of him.
Andy D Wotton-under-Edge 15/04/2019
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James explained calmly my options and enabled me to make a decision, which I felt I had control over and one that suited my medium-term objectives. I felt completely comfortable at all times.
John K Bristol 16/04/2019
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I am a freelancer, and I wanted to start planning more thoroughly for my financial future. Mark gave me advice about income protection insurance, mortgages and pensions. He was very clear, approachable and generous with his time.
Clare D Bristol 16/04/2019
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I started my own business and wanted to set up a pension scheme. John went through all the options available, discussed in depth which ones would fit my circumstances best and why. As far as I am concerned, there was no areas for improvement, the process could not have been more straight forward or simple and I have the exact outcome I was looking for.
Tonia S Frome 18/04/2019
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Mark helped us with a re-mortgage and pension transfer. He immediately understood our needs, was never judgmental and has provided us with a good selection of offers.
Sophie F Bristol 18/04/2019
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It was the first time I had been to a financial adviser, Joy made it not a scary experience. Joy took as much time as I needed to understand the products she was suggesting. She understood my needs, and she came out with ideas which I had not thought of.
Becky K Swindon 24/04/2019
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I had serious issues with a pension in Hong Kong that John helped me to repatriate and sort out. Simple, kind, relevant advice given quickly and with effective results. Nothing could have been done better, John was extremely helpful and effective.
James P Devizes 09/05/2019
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Looking to see if I could retire or die in harness! Not the most financial savvy person and my pensions were very difficult to unravel, I also had some savings which were rotting in the bank. I have an instinctive distrust of the financial industry. James understood this and very patient in explaining matters sometimes more than once. For me, I am not sure what he could of done better.
Dave B Evesham 12/07/2019
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