Estate
Planning
Put plans into action and protect the financial future of the ones who mean the most to you.
Inheritance Tax is not only for the wealthy or people with large estates. It could very well impact you and your family further down the line.
In an ideal world, your retirement income will last beyond your lifetime, and you will be able to pass money down to loved ones while ensuring you still make the most of your retirement and continue with the lifestyle you’ve worked hard for.
Our experienced team will identify your Inheritance Tax position and establish what can be done to help pass on your wealth tax-efficiently to the next generation.
Contact our teamHM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.
Estate planning is not regulated by the Financial Conduct Authority.
Efficient tax planning
Keep your wealth in the family
Tailored approach specific to you
While staying in control of your assets
We listen and care
You’ll always be given a warm welcome
Our advice is tried and tested
We have an outstanding reputation
Our Clients
What our clients say
We want you to feel confident about the level of service you can expect from us. Take a look at our recent survey results to better understand how our clients feel.
96 %
Of our clients would recommend us to friends, family or work associates
100 %
Believe working with us has helped to achieve their financial goals
99 %
Were satisfied that we understood their needs, goals and objectives
Copyright © 2024 Bray Wealth
Bray Wealth Management is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Bray Wealth Management is registered in England and Wales no. Z304124X. Registered Office at Bray Wealth Management, The Courtyard, 63-65 High Street, Chobham, Surrey, GU24 8AF.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
Approved by The Openwork Partnership on 08/08/2023
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