Ascot Estate Planning
Established as a department of Ascot Wealth Management in 2010 by former investment banking professional Mark Insley, Ascot Estate Planning expanded so rapidly that it branched out into its own separate company. Our unique approach to estate planning combines our knowledge in both the financial and the legal sector, to ensure every client’s estate is organised in the best way for both protection and tax. We have helped create bespoke estate plans for a huge variety of clients of varying estate sizes and concerns for the future. We specialise in numerous planning techniques and pride ourselves on our innovative plans. Some of the services we advise on include Wills, Trusts, Inheritance Tax Planning, Care Home and Advance Life Planning, including Lasting Powers of Attorney. With Ascot Estate Planning, you have access to STEP Qualified and FCA regulated Financial Advisers who can assess any planning you may already have in place, make recommendations and work with you into the future effectively advance your planning.