Our Financial Protector will brings all the options for your assets that our Protector Plus will brings and adds in specific advice designed to minimise the tax paid through your will. Call us today at 08082747557 to speak with our friendly team and get expert guidance
Financial Protector
In short
Financial Protector is our will service for people whose assets — including property — exceed the Inheritance Tax threshold of £325,000, or who own a business and need succession planning built into their will. It combines everything in Protector Plus with specialist tax planning advice. Get started or call 08082747557.
Details
If your estate is worth more than the Inheritance Tax (IHT) threshold — currently £325,000 — anything above that is taxed at 40%, unless reliefs or exemptions apply. Financial Protector is built for exactly this situation: our specialist solicitors structure your will to legally minimise the tax paid, so more of your estate reaches the people and causes you intend, rather than HMRC.
This is often the right choice if you:
- Own your home outright or have significant equity in it
- Have savings, investments or a pension that push your estate above £325,000
- Are a business owner, where combining financial and legal planning can help protect the business itself as well as your family
- Want to combine tax planning with the trust-based protections available through Protector Plus
For a full explanation of reliefs, exemptions and gifting strategies, see our guide to inheritance and tax planning.
Think Financial Protector might be right for your estate? Call 08082747557 or get started.
How Financial Protector fits with our other will products
- Protector — best for straightforward estates
- Protector Plus — best for complex, trust-based wishes
- Financial Protector — best for estates above £325,000, or business owners
Related Services
- Complex, trust-based wishes without tax planning Protector Plus
- Straightforward wishes without a trust Protector will
- Full explanation of reliefs, exemptions and gifting strategies Inheritance and tax planning
- Understand how trusts work Trusts
- Write or update a will Making a will
- Deal with an estate after a death (probate) Estate administration
- Back to Making a will Making a will