Estate, Succession and Later Life Planning

Giving you financial control for the future of your loved ones

Welcome to One Four Nine, where we understand that certain aspects of Financial Planning, such as estate, succession, and later life planning, can raise complex and challenging questions that may seem overwhelming. Our extensive experience has shown that by engaging in collaborative discussions to address these matters as early as possible, you can alleviate the stress and urgency of making rushed decisions.

The topic of Inheritance Tax can be intricate, and many individuals find it to be an unfair burden. As property values have surged in recent years, more families now potentially face Inheritance Tax obligations. When coupled with concerns about potential Long Term Care expenses, which often necessitate the sale of assets, there is a multitude of factors to carefully weigh as we approach retirement and our later years.

Our dedicated team is here to assist you in comprehending and exploring various solutions, ensuring your peace of mind. Our advisers at One Four Nine possess profound expertise in this intricate domain, with many holding esteemed qualifications from the Society of Later Life Advisers (SOLLA). We are adept at guiding individuals and multiple generations within families, frequently collaborating with other professionals to safeguard wealth and attain optimal outcomes for you and your extended family.

Through One Four Nine Wealth, you can safeguard your Legacy for the well-being of generations to come. Discover a knowledgeable expert near you to finalise your plans and take proactive steps towards securing your financial future.

Find one of our experts closest to you and finalise your plans.

The Financial Conduct Authority does not regulate on Estate Planning, Trust Planning and Tax Planning.

Through One Four Nine Wealth, you will be able to secure your Legacy for generations to come.

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