Call: 03330 112209

Serving clients across the UK

Charwell House,
16 Wilsom Road, Alton,
Hampshire, GU34 2PP.

Wills, Estate planning and Insurance

One of the interesting effects of having been a productive and fruitful member of society is that your heirs would be drawn under the inheritance tax net. Our financial planners can help you negotiate the complex and oft times labyrinthine world of inheritance tax, insurance, estate planning and leaving a lasting legacy. At Top Branch Partners we understand the depth of your feelings for your loved ones. This allows us to construct a plan that ensures a lasting legacy.

A core tenet of wills, estate planning and insurance is to start working on these aspects from a young age itself. Our financial advisors will help you accomplish the following

  1. Leave inheritance tax exempt gifts to your children
  2. Leave tax-exempt gifts to your grandchildren and children who survive for a period of seven years
  3. Identify the right amount to gift after factoring in cost of living expenses and general cultural trends
  4. Leave gifts to minors that are granted only on a certain day in the future
  5. Protect individual assets such as the family home from being sold to pay the IHT bill

When it comes to wills, we at Top Branch Partners help you to craft one which is not only suitable at the time of creation but also one which can be updated as your life situation improves. Our Wills service can help you to draft simple and complex wills, setup trusts and asset protection, organize lasting power of attorney and will storage facility.

Insurance, which is a primary component of a financial plan, is a matter that must be approached with due care and diligence. Our insurance advisors will offer you sensible and scalable solutions for insurance based on your lifestyle, current earnings and future needs.

Client of top branch partners

We are pleased to announce our partnership with Qdos Contractor. This relationship means that there are now a range of services and resources made available to you. Click here to see the products and services available to you. As Qdos have been working closely with contractors for 14 years now, we have formed this relationship for the benefit of our contracting clients.

Qdos are renowned for providing unparalleled IR35 advice on a daily basis, to now well over 38,000 contractors. They have handled over 1,300 IR35 enquires on behalf of contractors, saving them over £35 million in tax. As well as this essential insight into IR35, Qdos also provide a wide range of contractor insurance policies. From a revolutionary full IR35 insurance to low-cost business insurance (Professional Indemnity, Employers & Public Liability), all of their services and commitments are specifically geared around the needs and potential risks for contractors. As a client of Top branch partners , we're pleased to tell you that you now have the opportunity to take advantage of the following offers:

  • Free access to guides and the Qdos IR35 helpline: 0116 269 0992
  • Free working practices review
  • Discounted insurance products
  • Access to a dedicated Qdos account manager
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Our rates are affordable & particularly attractive for contractors and small businesses

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