Choosing the right professional to represent your best interest is critical in any life-altering situation, especially when it comes to managing your assets. An estate planning specialist plays a critical role when it comes to the proper distribution of your assets among your beneficiaries as well as putting in place strategies that will help them minimise tax obligations and maximise their benefits.
With the sheer number of estate planners and financial specialists all promising to provide you a fool-proof estate plan, how do you choose the best estate planning advisor to help you create a sound strategy for your assets and inheritance? Here are some things you should remember while seeking qualified and experienced estate planning experts in East Sussex.
First, ask for recommendations from your financial advisor. If your financial advisor isn’t himself an estate planning specialist, he can point you in the direction of a qualified professional to help you with the matter. Financial advisors see estate planning as a critical part of each client’s financial goals, which makes them great resources for trustworthy estate advisors that will keep your best interests at heart.
If you haven’t got a financial advisor, your accountant is just as good a resource for an estate advisor you can turn to. An estate planning specialist also works closely with accountants in dealing with trust, estate, and income tax issues. If you have an accountant that you trust, chances are they can also recommend you a couple of real estate planners that can be perfect for you.
Find a specialised firm dealing in estate planning. The best estate planning advisors are those who dedicate their practice in dealing with inheritance and estate planning matters. Non-specialist solicitors will not have the same expertise as estate planning advisors when it comes to preparing inheritance tax strategies and other estate planning requirements. Engaging an experienced specialist will help you make sure that your assets are in good hands as you create and finalise your estate plan.
MVL Wills and Trusts of Battle, East Sussex, can help you with their estate planning expertise. A consultation is free and can be held at our offices or in the comfort of your own home. Call 01424 577070 or email info@mvlwillsandtrusts.co.uk for an appointment.
