Expert Estate Planning
Find answers to your most pressing questions about our estate planning services and process. The information provided in these FAQs does not constitute professional financial advice. We strongly recommend that you consult a professional adviser before proceeding with a financial transaction.
What is estate planning?
Estate planning involves creating a plan for the management and distribution of your assets after your death.
Why is estate planning important?
It ensures your wishes are honoured, minimises taxes, and provides for your loved ones efficiently.
How long does the consultation process take?
The process typically takes a few weeks, depending on the complexity of your estate.
What documents are needed for estate planning?
You’ll need bank statements, investment valuations and copies of any existing wills or trust deeds.
Can I update my estate plan later?
Yes, we recommend reviewing and updating your plan regularly to reflect any life changes.
How does Fintegrity ensure my plan is tax-efficient?
Our experts use strategies to minimise estate taxes and maximise the value passed to your heirs.
What happens during the initial consultation?
We discuss your goals, gather information, and outline the steps to create your personalised plan.
Is estate planning only for the wealthy?
No, estate planning benefits anyone who wants to ensure their assets are managed according to their wishes.
How much does estate planning cost?
Costs vary based on the complexity of your estate; we provide a detailed estimate after the initial consultation.
Get Expert Advice Today
Embark on your path to a brighter financial future with a complimentary consultation at Fintegrity. Our dedicated team specialises in personalised financial planning that demystifies complex issues, enabling you to make confident decisions. We are committed to your success. Reach out to us today.
Our estate planning consultation offers a tailored approach, focusing on your unique needs and goals. We provide expert guidance to help you navigate the complexities of estate planning, ensuring your assets are protected and your wishes are clearly defined.
Why Choose Fintegrity
Our services are designed to provide peace of mind and financial security for you and your loved ones.
Personalised Approach
We tailor our strategies to meet your unique financial situation and goals.
Experienced Advisors
Our dedicated team comprises highly skilled professionals with a wealth of experience in financial planning.
Proactive Planning
We emphasise innovative strategies designed to enhance your investment performance while effectively reducing the burden of taxes.
Transparent Communication
We ensure clear and straightforward communication, keeping you informed every step of the way.
What Our Clients Say
I wouldn’t hesitate to recommend Neil and Fintegrity.
I am so grateful for everything, Neil (including the ongoing advice and support).
Peter
Secure your financial future with clarity and confidence. At Fintegrity, we provide independent advice on pensions, investments, retirement planning and family protection — helping you make informed decisions that align with your goals. Join our newsletter today for expert insights, practical tips, and updates designed to keep your finances on track in an ever-changing world.
Address: The Workers’ League House, 44-50 Royal Parade Mews, Blackheath, London, SE3 0TN
Telephone: 020 8301 2345
email: hello@fintegrityifa.co.uk