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Step into spring with Station Financial New Forest

Step into spring!

Even in lockdown, spring in the New Forest heralds a sense of new beginnings with Station Financial

Ed note: Following last month's Groundhog Day entertainment by Station Financial, for March we are being treated to a rather more serious but at the same time upbeat overview, of how now it's spring we can and should be sowing seeds not just of the garden kind but also for those in the springtime of their lives!

As we step into spring, we hope that you begin to feel a sense of renewal and regeneration

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After a challenging season, the Government’s announcement that children can begin to cautiously head back to school brings with it a bit of hope.

When we consider the younger generations within our families, those in the springtime of their lives – children, grandchildren, great grandchildren – we always have such hopes for their futures.

At Station Financial we understand that family is very important, and that while the legacy you will leave for them far exceeds just money, money is an important element, and so we aim to maximise the amount you can pass down to your loved ones.

Our dedicated Advisers are experts in Inheritance Tax Planning and are here to help reduce the amount of tax paid on what you leave your beneficiaries. Inheritance Tax is a charge levied on the value of your estate, as well as on any gifts made within seven years of death.

Planning is therefore key in managing your estate’s tax liability and there are four main areas to consider within Inheritance Tax Planning.

Will Writing:

To die intestate – without making a Will – means your assets will be distributed according to the law, not your wishes; it is therefore worth forward planning. Our friendly team can point you in the direction of an experienced Will Writer who can explain the process of creating your Will and any issues you might need to consider.

Gifting:

Our knowledgeable Advisers are available to go over some of the rules regarding the size and regularity of gifts, as well as some exemptions. Our aim is to plan your gifting in such a way as to minimize the tax paid on them so that your family are the ones that benefit from your hard work and generosity.

plants in money jars

Trusts:

Trusts can be useful tools to help you better control your assets through the generations. There are various types of Trust that can be set up, and our helpful Advisers will be happy to discuss which one would be best suited to your individual situation.

Life Cover:

Purchasing a life insurance policy can mean that money is put aside to pay any possible future Inheritance Tax bill. It is important to gain advice from a professional Adviser to take out the most suitable policy for you.

To make an appointment to discuss any of this, or any other financial matter, then please call us to arrange a free initial consultation on 01425 611 666.

Take advantage of a totally free meeting with a member of our friendly expert team

Contact us today to arrange your socially distanced, no obligation, free initial consultation.

Call 01425 611666 or send an email to This email address is being protected from spambots. You need JavaScript enabled to view it.

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The first meeting with Station Financial is free and you are of course under no obligation.

Contact us today to arrange your socially distanced, no-obligation, free initial consultation!

Call 01425 611 666 or send an Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Station Financial: is a trading name of Station Associates Ltd which is authorised and regulated by the Financial Conduct Authority under reference 580271

The value of your investments and any income from them can fall as well as rise and investors may not get back the amount invested. 

Find out more about Station Financial here. 

If you would like advice on any financial matters at any time, please get in touch and our friendly team of advisers will be happy to help

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