Estate Planning

Newbridge Financial Planning offers specialist advice in the often complex area of estate planning. Whether this is assistance drawing up your Will, organising Power of Attorney or how to mitigate Inheritance tax, we can help.

We also work with some of the best estate planning law firm both in Belfast and England where required. The solicitors we use are members of STEP (Society of Trust and Estate Practitioners). This ensures our client receive the best advice possible.

Have a look at our video below for more information on how we can help offer you estate planning advice.

Inheritance Tax

Anticipating some inheritance? See how much you’ll have pay in tax.