what we do
Financial advice for passing on an inheritance and managing an inheritance tax bill
At Chester Rose, we understand the importance of safeguarding your wealth for future generations. Our friendly estate planning experts specialise in creating strategies that not only preserve your assets but also minimize the impact of inheritance tax. Our expert planners will work with you to design a plan that secures your legacy and provides peace of mind for you and your loved ones.
Your estate is as unique as you are, and we treat it with the individual attention it deserves. Our friendly team takes the time to understand your specific needs, aspirations, and concerns. We're here to guide you through the estate planning process with warmth and expertise, ensuring that every detail aligns with your wishes.
Inheritance tax can be a complex landscape, but with Chester Rose by your side, you don't have to navigate it alone. Our friendly advisors will demystify the intricacies of inheritance tax, offering clear guidance and tailored solutions to help you make informed decisions about the financial future of your estate.
Estate planning is not just about numbers; it's about creating a lasting legacy that reflects your values and priorities. Let Chester Rose be your partner in crafting a friendly and effective estate plan that ensures your wealth is passed down seamlessly, leaving a positive impact for generations to come.
Explore the friendly side of estate planning with Chester Rose – where your legacy is our priority. Contact us today.
The Financial Conduct Authority does not regulate inheritance tax and estate planning.
Safeguard your legacy and maximise the wealth you pass on to your loved ones.
Contact us todayAs Independent Chartered Financial Planners, we're accredited by the Chartered Insurance Institute. Our status reflects our commitment to best practice, our focus on positive customer outcomes and gives you confidence that we exceed the minimum standards.
Our independent financial planners tailor your financial plans to your unique circumstances, taking in to account your short, medium and long-term goals
We can recommend appropriate investment strategies that align with your unique goals, balancing risk and reward to maximise your returns
We can help you minimise tax liabilities, ensuring that more of your money stays in your retirement pot.
Because we're independent, we're not restricted to any particular provider so we can explore the whole market to find the right solution for you.