Ollie Hill

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 in helping individuals, families, and business owners achieve their dreams and ambitions through goals-based and holistic financial planning. I take pride in being with my clients on their financial planning journey, from protection needs to planning for retirement and beyond. I place emphasis on building and maintaining long-term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. With my expertise and dedication, clients can trust that they are in good hands and can make steps to achieving financial success. Outside of financial advice, I enjoy going to watch my team play football and long walks with my black Labrador in the Shropshire countryside.