Fingerprint Financial Planning is Registered in England & Wales, Company Number 06039623. Registered Office address: Admirals Offices, The Historic Dockyard, Chatham, Kent ME4 4TZ.

Authorised and regulated by the Financial Conduct Authority. Fingerprint Financial Planning is entered on the Financial Services Register https://register.fca.org.uk under reference 481803.

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

If you wish to register a complaint, please write to Hello@fingerprintfp.co.uk or telephone 03452 100 100 A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

© Copyright 2017 Fingerprint Financial Planning. All rights reserved. 

Estate Planning

We can advise you how to structure your property and to help to plan that your estate passes to your intended beneficiaries in the most tax-efficient way after your death.

Our private client team can advise on all aspects of estate planning including:

  • wills for clients with complex and/or high-net-worth estates

  • the incorporation of trusts within wills and the constitution of those trusts after the death of the client

  • the creation of lifetime trusts

  • post-death estate planning, including deeds of variation and the restructuring of will trusts with retrospective effect for inheritance tax purposes

  • the tax consequences of estate planning and trusts

Please note some forms of estate planning are not regulated by the Financial Conduct Authority.