Estate planning

Quite simply, getting your wealth to your loved ones as easily and as tax efficiently as possible.

Whether it’s ensuring that you have minimised your inheritance tax bill or if you just want to make sure that your loved ones are looked after financially when you’re gone, Agile can set you on the right track.

We will work with solicitors in relation to your wills, powers of attorney and trust planning to ensure you have the peace of mind you need. Wills, trusts and power of attorney are not regulated by the FCA.

Other areas of advice