Tax & Estate Planning

Tax & Estate Planning

Tax & Estate Planning Services

Preserving your wealth and passing it on efficiently to the next generation requires careful planning. At JPB Financial Planning, we offer independent tax and estate planning services to help protect your assets, minimise tax liabilities, and ensure your legacy is handled according to your wishes.

Our tailored advice helps you manage financial complexities while planning for future security.

Why Tax and Estate Planning Matters

Without effective planning, your estate could be significantly reduced by inheritance tax or legal costs, leaving less for your loved ones than you originally planned.

Strategic tax and estate planning can help you:

  • Minimise inheritance tax (IHT) liabilities
  • Structure your estate to ensure an efficient transfer of assets
  • Protect family wealth across generations
  • Ensure your wishes are legally and effectively carried out
  • Prepare for potential future care costs
  • Support charitable giving in a tax-efficient way

Effective estate planning gives you control over your financial legacy for ultimate peace of mind, ensuring your wishes are met and your estate is maximised for your loved ones.

Our Tax & Estate Planning Services

We work closely with individuals and families to create bespoke estate plans, including:

Inheritance Tax Planning

Strategies to mitigate or reduce IHT, such as gifting, trusts, and exemptions.

Gifting Strategies

Advising on lifetime gifting to reduce the size of your estate.

Trust Planning

Setting up trusts to protect assets and provide for future generations.

Business Succession Planning

Ensuring family businesses are passed on smoothly.

Wealth Transfer Planning

Helping you pass on assets in a tax-efficient manner.

Charitable Giving

Structuring donations to maximise tax relief.

Where necessary, we can collaborate with solicitors and tax specialists to ensure your plan is comprehensive and legally sound.

Matt Burrows

Why Choose JPB Financial Planning?

Independent Expertise

Our advice is always unbiased and based on what’s best for you and your family.

Tailored Strategies

Every estate plan is carefully designed to reflect your unique situation and goals.

Integrated Planning

We align estate planning with your wider financial position, family, and investments.

Experienced Guidance

Our team brings deep expertise in tax law, wealth preservation, and estate strategies.

Secure Your Legacy Today

Your wealth is hard-earned. Ensure it is protected and passed on as you intend. Contact JPB Financial Planning today for expert tax and estate planning advice.

Book Your Consultation

Chartered Financial Planners

JPB Financial Planning Ltd became a firm of Chartered Financial Planners in 2020, awarded by the Chartered Insurance Institute (CII). We have made the Royal Charter central to our approach, upholding the highest standards of professionalism.

Our commitment to continuous development and expert financial advice is why clients trust us to guide their financial future.

Reviews

What our clients say

  • Excellent independent financial advisors

    “Excellent independent financial advisors who also make a fine cup of tea! Youth and energy abound but that is tempered with cautious and sound advice that we have total faith in. Avoid the corporate ‘big boys’ and let a small and individual firm get to work with your assets. In particular they have a very transparent fees structure and are most certainly worlds away from St James Place.”

  • a wealth of experience from all areas of financial planning

    “JPB are a small team who are passionate about what they do. Understanding the needs of clients – ensuring investments are safeguarded for growth and future needs. A friendly group, willing to listen, discuss and offer advice without any pressures. Having been with them from the start and with Phil previously, I have no hesitation in recommending them should you be seeking financial planning advice. Easy to talk to and with a wealth of experience from all areas of financial planning, offering clear independent advice tailored around a clients own circumstances.”

  • A first class service

    “A first class service given by the very knowledgeable and helpful Phil and his team.

    Our queries are answered quickly and our twice yearly meetings go through our investments and projections thoroughly and any changes required are put in hand straight away.

    Very happy clients.”