— OUR SERVICES
Professional Estate Planning Services
Our expert estate planning services in Bournemouth provide tailored solutions to safeguard your legacy and minimise tax liabilities.
Extensive Estate Planning Services
Here at IWN, we are a boutique firm of chartered and certified accountants specialising in estate planning services for individuals, families, and business owners. Our personalised approach ensures that your financial affairs are structured efficiently for the future.
How Our Estate Planning Services Work
Start with an Initial Consultation
We’ll assess your financial position, goals, and tax exposure to create a personalised estate plan. From there, we can guide you through the following options:
- Inheritance Tax Planning – Reduce tax liability and maximise asset protection.
- Wealth Preservation – Secure and grow your assets for future generations.
- Business Succession – Plan a smooth transition of ownership and wealth.
- Asset Protection – Safeguard your estate from risks, disputes, and creditors.
- Charitable Giving – Structure donations to minimise tax while supporting causes you care about.
- Power of Attorney & Legal Directives – Ensure your affairs are managed if you’re unable to do so.
- Pension & Retirement Planning – Optimise pension contributions and withdrawals.
- Life Insurance & Financial Protection – Secure policies to protect your estate and loved ones.
Our estate planning services cover everything from asset protection and inheritance tax planning to trust management and wealth preservation – designed to secure your legacy with efficiency and peace of mind.
Seamless Collaboration with Legal & Financial TEAMS
We will also liaise with lawyers and financial advisors to ensure your estate plan is comprehensive and legally sound. They will assist with the following:
- Trust & Will Advisory – Ensure your assets are distributed according to your wishes.
- Estate Administration – Support with probate, executor duties, and legal compliance.
- Power of Attorney & Legal Directives – Establish legal authority to manage your affairs if you become unable to do so.
- Pension & Retirement Planning – Optimise pension contributions and withdrawals for long-term financial security.
- Life Insurance & Financial Protection – Secure policies that protect your estate and provide for your loved ones.
We take the hassle out of estate planning by liaising directly with legal and financial professionals, ensuring everything is handled smoothly and efficiently – so you don’t have to navigate complex processes alone.
What Sets Us Apart?
— HOW CAN WE HELP
Your Questions, Answered By Us
What is estate planning, and why is it important?
Estate planning ensures your wealth and assets are managed and distributed according to your wishes while minimising tax liabilities. It provides financial security for you and your beneficiaries.’
How can estate planning reduce inheritance tax?
Business succession planning ensures a smooth transition of ownership and financial security for business owners, protecting the future of the company and its stakeholders.
Do you provide estate planning services in London?
Yes, while we are based in Bournemouth, we are well-positioned to assist clients in London and across the UK with estate planning, inheritance tax mitigation, and business succession strategies. Our expertise ensures seamless nationwide support.
What is business succession planning?
Business succession planning ensures a smooth transition of ownership and financial security for business owners, protecting the future of the company and its stakeholders.
Who Do We Serve –
Landlords
IWN Accountancy are specialists in assisting Landlords to operate as tax efficiently as possible, ensuring maximum profitability and capital growth.
Start Up
Business
The only way to guarantee success is to surround yourself with the right people, have a plan and move forward.
Established
Businesses
Established businesses might be more robust than start-ups, however, they can also be stuck in bad habits.
HNW
Individuals
We work with High Net Worth clients to build structure to your finances and focus on your priorities in a tax efficient way.
