Estate Planning
Discover simple steps to maximise your legacy and reduce inheritance tax.
Shelter Your Legacy
Legacy; the long-lasting impact of events and actions that took place during your life
At ilumiti, we understand that your legacy is about much more than reducing your inheritance tax. Our expert advisers will help you define what is most important to you, and who you want to benefit from your legacy. We will pinpoint the simple steps to help you achieve your goals and support you every step of the way.
5 stars
On Trust Pilot
10+ years
Experience & innovation
250+
Families supported
PERSONALISED
Create Your Legacy
At ilumiti, we have the expertise and trust planning solutions required to help you achieve more during your lifetime, while maximising your legacy for your loved ones.
Control during your lifetime
Minimise inheritance tax
Making those difficult times a little less painful
Estate Planning to maximise your legacy
Our friendly approach transforms those difficult conversations into simple steps, helping you get your estate in order. Whether you require a basic will or more sophisticated trust planning, we will tailor a solution to meet your specific needs.
The Essentials
At ilumiti, we create a solid foundation to minimise distress for you and your loved ones, ensuring that your wishes are carried out. Whether you need a basic will or want to establish a lasting power of attorney, it’s never too early to take these essential steps.
Bloodline Protection
We take a multi-generational approach, ensuring that your legacy cascades seamlessly without any further inheritance tax burden. Additionally, we provide protection against life’s unexpected events, such as divorce, care fees and bankruptcy.
How much inheritance tax are you willing to pay?
Our team of experts will help you find the right balance between accessing and controlling your assets during your lifetime while considering future tax liabilities. Your ilumiti Financial Planner will work closely with our Estate Planning team to create a tailored solution just for you.
There will never be a better time to start your Estate Planning