Adam El Barnossi Iveson

Have you considered the importance of estate planning?

Many people don’t realise that inheritance tax (IHT) can apply once your estate goes over £325,000, although some people may also benefit from an additional residence nil rate band when passing on a home to direct descendants. This includes property, money, investments, and everyday belongings, and from April 2027, unused pension savings may also form part of your estate for inheritance tax. This can affect how much of your wealth is ultimately passed on to the people who matter most.

Estate planning helps ensure your wishes are followed and that as much of your estate as possible passes to the people you choose. However, the rules around inheritance tax can be complex and lots of people don’t understand how allowances apply or what their tax position will be.

That’s where I can help. I can help you to get a clear picture of the value of your taxable estate, explore ways to manage or reduce any tax liability and put a long-term plan in place that fits your goals and circumstances.

If you’d like to take control of your legacy, let’s talk about how I can support you.

As a dedicated financial planner, my main objective lies in empowering clients to realize their financial aspirations. With a steadfast devotion to their success, I employ a personalized approach to navigate the complexities of financial planning. My ambition is not just to meet expectations, but to exceed them, striving for excellence in every facet of my professional journey.

Outside the office, I cherish the moments spent with family, which serve as the cornerstone of my personal life. Travelling, especially to the culturally rich landscapes of Japan, provides me with a broader perspective that enriches my professional acumen. Additionally, I find solace and inspiration in the world of cinema, which complements my passion for exploration and storytelling.

This blend of professional dedication and personal interests shapes my holistic approach to life and work, where each client's goal becomes a shared journey towards financial success.