I am protecting my wealth
Leave behind a legacy
When you’ve been retired for a while, your perspective on life changes. Initially, you were focused on reaching your personal goals and living life to the fullest. And now that you’ve ticked all those boxes, your priorities have shifted. Instead, you are thinking about how you will leave a legacy and ensure that your loved ones are cared for. If there’s one thing you’ve learned on this journey, it’s to always be prepared.
Navigating estate planning by yourself isn’t easy. With the jargon and constant legislation changes, it can become a full-time job in itself. That’s why you need a safe pair of hands to do the work for you.
You might have questions like these
Is it possible to reduce my Inheritance Tax liability?
What’s the difference between a will and a trust?
Is estate planning just for the super-wealthy?
Should I review my will?
How do I make sure everyone is provided for?
Should I gift money to loved ones while I’m still here?
How will we help?
With some planning, preparation and a lot of advice from us, those you cherish the most will be financially cared for. There are a lot of misconceptions surrounding estate planning, but we change the dynamic between what people think they have to do and what they can do.
We know what we’re talking about and have the tools to advise you on tax-efficient strategies, will writing, estate planning and gifting. It’s our mission for you to feel empowered. We need you to come away from this with a clear understanding of every decision and the reason for making it.
Your wellness is important to us
As part of our service, retained clients will receive one free session with our high-performance wellness coach, Ian Traynar. We are one of the first financial planning firms to link up with a wellness coach, and he will work with you to increase your results naturally and effortlessly.
Get in touch
Contact details
Latimer House
5-7 Cumberland Place
Southampton
Hampshire
SO15 2BH
Regis Bentley Limited is registered in England and Wales, registered number: 08397094. Registered office: Latimer House, 5-7 Cumberland Place, Southampton, Hampshire, England, SO15 2BH. Regis Bentley Limited is authorised and regulated by the Financial Conduct Authority. You can find Regis Bentley Limited on the FCA Register by clicking here.
To ensure the accurate execution of your instructions and to improve our service, we will record and occasionally monitor your phone conversations with us. If needed, you can request copies of these recordings for up to 5 years after they were made.
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