Independent Financial Adviser Abacus Associates
Independent Financial Adviser Financial Conduct Authority Abacus Associates Group Website
Estate Planning Services
Financial Advisors
Huw Davies DipFA
Independent Financial Adviser
Tel: 07939 021004
Darren Hopkins BA(Hons) DipIP
Independent Financial Adviser
Tel: 07971 579466
Ian Jessop Dip CII
Independent Financial Adviser
Tel: 07554 440018
Current Markets

Estate Planning Services

With property prices continuing to increase it’s all to frequent that many people’s estates now breach the Inheritance Tax threshold.

The first £325,000 of an individual's estate is taxed at 0% and is therefore not liable to IHT. For married couples and registered civil partners it is currently £650,000, where the full allowance has been passed to the surviving spouse. Anything in excess of this amount is taxed at 40%.

Inheritance Tax Planning can be straight forward and stress free.

Abacus Associates are here to help in ensuring your estate goes to your family.

We look at all aspects of estate planning including:

  • Making sure that you Will is written correctly and where appropriate a Property Trust is used.
  • Helping to transfer assets through the prudent use of lifetime gifts.
  • To help and explain in plain English how to create a tax-efficient fund to enable the beneficiaries of an estate to meet the tax liability without eroding the family wealth.

This is not to say that saving tax is necessarily the most important consideration when advising you, but maximising tax efficiency is high on our list.

Abacus Associates Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority. Abacus Associates Financial Services Ltd is entered on the Financial Services Register ( under reference 230342. There may be a fee for mortgage advice - A typical fee would be £495. The precise amount will depend upon your circumstance. Loans subject to status, value and type of property. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. The FCA does not regulate all forms of the products or services we provide. Your home may be repossessed if you do not keep up repayments on your mortgage or loan secured against it.