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Estate Planning

Estate planning is not just about inheritance tax planning; it’s also making sure that all your personal financial affairs are in good order.

Your will for example needs to be correctly structured, so that you select the right executors, create the correct trusts and protect your assets to ensure that the bulk of your estate goes to your beneficiaries and not HM Revenue & Customs. You may also wish to consider appointing someone to act on your behalf just in case you couldn’t do that for physical or mental health reasons.

Our principles

An overview of Equilibrium's principles.

Creating your plan

Find out more about our strategy.

Managing your plan

Our active management process.

Team Vacancies | Referral Scheme

Equilibrium Asset Management (A Limited Liability Partnership) is authorised and regulated by the Financial Services Authority. Equilibrium Asset Management is entered on the FSA register (www.fsa.gov.uk/register/) under reference 452261. The FSA regulate advice which we provide on Investment and Insurance business, however they do not regulate advice which we provide purely in respect of taxation matters. Registered Office: Equilibrium Asset Management LLP, Brooke Court, Lower Meadow Road, Handforth Dean, Wilmslow, Cheshire SK9 3ND. Registered in England and Wales, No: OC316532. VAT Registration No. 884 1704 09.