Straight Talk Estate Planning began life some years ago as the Estate Planning wing of the Independent Financial Adviser company Straight Talk Financial Planning. As the business grew the decision was made to separate this side of the business off into its own entity maintaining a strong partnership with the IFA arm. We’ve since grown to develop supportive relationships with other IFAs and accountancy practices across the South Coast enhancing their client offering with quality Estate Planning services.

Why is that relevant to you? It can be hard to know who to speak to for good Estate Planning. You need an expert who can look at the bigger picture and understand how your wills will fit into your overall financial planning, how to protect your assets from outside forces, and provide simple solutions to meet your requirements.

A good Associate will be able to look at your potential Inheritance Tax liability and any tax planning, including Trusts, you may need to do around that. The advantage of using someone like Straight Talk is the financial background we have that allows us to think outside the box of Wills and Trusts and point you in the direction of a good financial adviser if we think there is any planning you can put in place now that will help your family and estate later.