Daniel Hecht

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.

I pride myself as a holistic financial planner, advising in a range of areas including Retirement Planning, Investments, Individual and Business Protection and Tax planning. I have vast experience in advising high net worth clients on their wider financial planning objectives, as well as providing ‘peace of mind’ to clients who are already successfully on target to meet their goals. I aim to deliver advice with clarity, always putting my clients in a position of informed choice.

Outside of work, I have a young daughter. In my spare time, I am an avid golfer and enjoy most sports and staying active. I also enjoy spending time socialising with family and friends.