Trust Planning Consultation

Engaging in trust planning presents a multitude of benefits that can significantly enhance your estate management. With trust planning, you ensure that your beneficiaries are well-protected. Also, you may enjoy valuable tax advantages and the opportunity to express your future wishes clearly. This proactive approach guarantees that your estate is safeguarded and allocated precisely as you intend, providing peace of mind for you and your loved ones.
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Questions About Trusts

Find answers to your most pressing questions about our inheritance tax 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 a trust and how does it work?

A trust is a legal arrangement in which a trustee is entrusted with holding and managing assets for the benefit of designated beneficiaries, adhering to the stipulations outlined in the trust deed.

What are the tax benefits of setting up a trust?
Trusts can provide considerable tax benefits, including the potential to lower both inheritance and income tax liabilities.
Who should consider setting up a trust?

The process typically takes a few weeks, depending on the complexity of your estate.

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.

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Neil Jenkins, Financial Planning Expert

Trusts are powerful legal arrangements that allow individuals to manage and transfer their assets efficiently. By establishing a trust, you can ensure that your wealth is distributed according to your wishes, while potentially reducing tax burdens. Trusts offer a structured way to protect your assets, provide for loved ones, and support charitable causes, making them an essential tool in comprehensive estate planning.

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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

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Kay Cooper 3 weeks ago
Neil has been fantastic in helping me sort out a long-term financial plan. His knowledge and advice has allowed me to stop worrying about the future and actually make my money work harder for me. Highly recommend!
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DJ UC 2 months ago
Neil has been very professional and thorough with excellent patience. I am new to financial planning and he has been super helpful every step of the way
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Sandra Bailey 3 months ago
I have been extremely happy with the service provided by Neil Jenkins. The advice given and his pleasant manner made me feel reassured when finalising my divorce. My annual review meetings are always thorough and informative.
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Sandra Merriman 3 months ago
I have been extremely happy with the service provided by Neil Jenkins. The advice given and his pleasant manner made me feel reassured when finalising my divorce. My annual review meetings are always thorough and informative.
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Steven 4 months ago
I started working with Neil and Fintegrity IFA around two months ago, and the experience so far has been excellent. The process has been professional, straightforward, and easy to understand thanks to Neil’s clear and patient approach. At no point have I felt rushed, with everything being explained and progressed at a pace I’m comfortable with. The service has been tailored to suit my specific circumstances and requirements, which I really appreciate.
I wouldn’t hesitate to recommend Neil and Fintegrity.
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Fiona 4 months ago
Neil gave good advice and reassurance, confirming the research I had already done but was not sure I’d understood correctly. Highly recommend his one-off pension advice package
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Cath Addis 10 months ago
We have used Neil for pension and estate planning. He has always been very easy to talk to, explaining all the options very clearly. We couldn't be happier and trust him completely.
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Chris Boddice 1 year ago
Neil has been very helpful in reorganising my finances and has given me confidence that I am making the right choices. Great at explaining options and implications and at asking questions that make you think hard about what you really want. Recommended.
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Peter Niven 1 year ago
I am due to retire in August this year, plus I came into a substantial legacy from my late mother, so I needed financial advice. He has met me several times and prepared a financial plan for me. I have complete trust in Neil and that is, of course, vital when dealing with large sums to be invested for one's retirement. In addition, he is easy to deal with, and explains quite complicated issues clearly and carefully. Altogether, he is a pleasure to work with and have 'on one's side'.

I am so grateful for everything, Neil (including the ongoing advice and support).

Peter
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Rosamund Skinner 1 year ago
I was recommended to contact Neil Jenkins of Fintegrity IFA earlier this year, because I wanted financial advice and help to manage my financial affairs and my modest savings. I met with Neil twice and found him to be very friendly, approachable, professional and helpful. If I am honest I have little interest in finances but I do understand the need to make my money work for me, and Neil understood this and was very helpful. He listened to me and asked questions and made suggestions, then proposed a plan for my savings that met my requirements. He organised this for me very quickly and efficiently and continues to keep me updated. I feel I can trust him and know that he will respond if I have any queries.
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The Areas We Cover

We are proud to support clients right across South East London, with a particular focus on the boroughs of Bexley, Bromley, Greenwich and Lewisham, as well as nearby Dartford. From Bexleyheath, Sidcup and Welling through to Blackheath, Woolwich, Charlton and Eltham, and across Orpington, Chislehurst, Beckenham, Peckham and Lewisham, we offer independent financial advice that is tailored to local families and professionals. With our office based in Blackheath, we are well placed to serve the whole region, combining national expertise with a strong local understanding of the communities we work with.

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Neil Jenkins owner of Fintegrity

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

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