Estate Planning - Stocks & Co Financial Planning

We provide expert guidance to help you lessen the impact of potential Inheritance Tax (IHT) and maximize the inheritance for your family.

Our approach includes maximizing your allowances and assessing the merits of trusts, pensions, specialized investments, and life insurance.

Please be aware that Estate Planning and Trusts are not subject to regulation by the Financial Conduct Authority

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

The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

Stocks & Co Financial Planning is a trading name of Just Mortgages Direct Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Just Mortgages Direct Limited Registered Office: Colwyn House, Sheepen Place, Colchester, Essex, CO3 3LD. Registered in England No. 2412345 Approved by The Openwork Partnership on 02/05/2025.