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Wills, Trusts & Inheritance Tax Planning

It is estimated that over half of the UK adult population has not made a will. This can lead to severe financial difficulties for those left behind, which could have been totally avoidable had suitable advice been taken.

If you die without making a will you are said to die ‘intestate’ and the Government will decide on how your estate is distributed, whilst social services will decide who will look after children under 18 years of age if both parents are no longer alive.

As our social climate changes, e.g. second marriages, civil partnerships, cohabitees, step-children, and life expectancy increases, a valid will is the most important document you can own to ensure your wishes are carried out after you have died.

We have a comprehensive will writing service and can also advise you on protecting your assets and alleviate any potential inheritance tax. This also ensures that the maximum amount of your estate is passed to the beneficiaries you choose.

Why Us
Why Us
Acklam Financial Ltd are Independent Financial Advisers with over 100 years of collective experience. We are passionate about helping you make the most of your finances, which is why we take the time to get to know you, your lifestyle and aspirations, before offering personalised financial planning and advice, tailored to you.
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Who We Are
Who We Are
Acklam Financial Ltd is an independent firm of trusted financial advisers dealing with all aspects of financial planning. Our Chartered Financial Planners are able to provide industry leading financial advice and our advisers have a wealth of experience in advising on the full range of financial products and services available on today’s market.
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What We Do
What We Do
Whether you are looking for mortgage advice, investment advice, retirement planning, inheritance tax planning, help with wills and trusts, or simply reducing costs, we have many years of experience in finding the most suitable solution for your needs.
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