Your plan, their story

There are few things in life that are more satisfying than knowing the people you love will be taken care of in the future. Whether that’s through inheritance or charitable giving, we'll work with you to include your loved ones in your financial plan, ensuring you have complete peace of mind. Our Estate Planning and Trust team will work with and support you by providing expert guidance in planning your Estate and creating Trust(s) where and when required. We will support you in structuring your estate according to your wishes in the most tax efficient manner that will ensure smooth transition in the control and management of the assets. If you do not have a Will, we will walk you through the preparation of a Will that meets all the legal requirements of a valid and legally enforceable Will. If you already have an existing Will and need to make changes, our team will work with you to update the existing Will

Inheritance tax planning is an essential part of securing your family's financial future. We work with you to provide guidance and tailored strategies to help you minimise tax liabilities, ensuring your legacy goes to those you love the most. Planning for the future is a crucial step in ensuring your hard-earned wealth is protected and distributed according to your wishes. Inheritance tax planning is a complex area with significant financial implications for your loved ones, do not worry our dedicated team is here to put your mind at rest. Rosco Financial Services offers specialized expertise in estate and inheritance tax planning, guiding you through the legal and financial complexities to create a comprehensive plan that safeguards your assets and minimizes tax liabilities for your beneficiaries.