Estate planning

Planning your finances in advance should help you to ensure that when you die everything you own goes to whom you would like to benefit.

This could help you provide a sound financial future for your family.

You may think estate planning is only for the wealthy but adding up the value of your assets can be an eye-opening experience. By the time you account for your home, investments, retirement savings and life insurance policies, you may find your estate is taxable.

Many of our clients and their families have benefited from the range of Trusts that are available today. We use Discounted Gift Trusts, Loan Plan Trusts and Discretionary Trusts amongst others to help clients preserve their wealth.

Please complete an enquiry form and we will contact you.
Alternatively call our office on 01394 446133 for a preliminary discussion.

Contact Us

  • Golding & Co
  • Sterling House
  • 57 Thoroughfare
  • Woodbridge
  • Suffolk
  • IP12 1AH
  • Telephone: 01394 446133
  • Fax: 01394 446137
  • Email:

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Golding & Co are appointed representatives of Openwork Limited, which is authorised and regulated by the Financial Services Authority.

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