Inheritance Tax, Trust & Estate Planning and Later Life...

Ensuring your financial security is maintained in later life, planning to pass on your assets, making gifts and managing an inheritance tax liability.
CALL US ON: 01772 729 742

Protecting assets and passing
them to the next generation...

Having worked hard to build up your assets you will be keen to enjoy this security throughout retirement and are likely want to retain control of your assets and access to them, should this be required in the future.

We will work with you to understand your needs and objectives, before making recommendations to structure your finances in a way that enables you to remain financially secure, whilst reducing the impact of inheritance tax on your estate for the eventual benefit of your family.

With legislation surrounding inheritance tax and trusts being continually updated, estate planning remains a complex area. Three of our financial planners have completed Society of Trust and Estate Practitioners’ (STEP) qualifications and we are well placed at Springfield Financial Services Ltd to advise you on;
  • Inheritance Tax (IHT) reliefs and allowances (incl. gift allowances, the nil rate and residence nil rate bands)
  • Utilising pensions for IHT planning
  • Trusts in association with IHT planning
  • Trustee investments
  • Business relief
  • Long-term care funding

Your dedicated financial planner will regularly review your estate planning strategy with you to ensure that the recommendations continue to be suitable based on your personal and family circumstances and ever changing legislation.

We will also work with you and your solicitor to make sure that you have valid Wills and Lasting Powers of Attorney in place, ensuring that you are protected in later life and beyond.

Get in touch to find out more about our Inheritance Tax, Trust & Estate Planning and Later Life Services

Springfield Financial Services Ltd offers Inheritance Tax, Trust & Estate Planning and Later Life Services to individuals throughout Preston, the Ribble Valley, the Fylde Coast and the Lake District, as well as further afield.

For further information or to arrange an initial no-obligation consultation at our offices or another mutually convenient location, please telephone us on 01772 729 742, or alternatively, simply fill out our online enquiry form and we will give you a call to discuss your requirements.

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What our clients tell us

  • Look No Further: Springfield Financial Services Ltd were recommended to my wife and I five years ago on my retirement. We haven’t been disappointed. Having no previous experience of financial planning, we needed someone we could trust to steer us through the minefield of planning for financial security in retirement. Springfield did exactly that. They listened to our desires, expectations and attitude to risk, before formulating a plan that exceeded our original target, despite difficulties caused by the recession in the early years. They are always available to offer advice and provide a calming influence when times are tough. I would thoroughly recommend Springfield Financial Services Ltd to anyone seeking sound financial advice from a company they can trust.

    D & C Smith, Preston, Lancashire
  • From my first meeting with Springfield Financial Services Limited it was clear that their in-depth knowledge far exceeded that of other financial advisers with whom I had spoken. Springfield continues to coach me through my financial options with skill and patience. I am confident that my investments are being safely overseen by experts and consequently I feel my family’s financial wellbeing is secure.

    Isobel, Preston, Lancashire
  • We have been clients of Springfield Financial Services since 2001, through good and challenging times. Their advice and support during the financial troubles of 2008 was invaluable. We genuinely trust and appreciate their professional expertise. They are a very welcoming and efficient team. We have had no hesitation in recommending Springfield to family and friends.

    Mr & Mrs Benson, Kirkham, Fylde Borough Lancashire

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Journey With Us

With Springfield Financial you'll receive high quality, ongoing independent advice from a trusted financial professional.


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We are authorised and regulated by the Financial Conduct Authority (FCA) Registered in England Number 01410871

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