Financial planning for peace of mind

Call us on 01752 226777
or email us at


DMA Financial Planning Ltd

9 The Crescent
Plymouth
Devon
PL1 3AB

T: 01752 226777

F: 01752 226796

E: dmafp@btconnect.com

Estate Planning

We all need to plan for two scenarios; the possible ( what will happen if I become unwell and unable to manage my finances) and the certain (what happens after my death).  Making arrangements for the smooth transition of power to your spouse or a family member is known as estate planning.  This is sometimes confused with Inheritance Tax Planning (IHT) which is designed to ensure that your estate pays as little tax as possible after your death.  Whilst everyone should have some Estate Planning, we don't all need to plan for inheritance tax.

Making a will is a quick and efficient way of ensuring that your estate is dealt with quickly and smoothly; not making a will is certain to cause your family and loved ones months of difficulties and expense.

We can help you with the process of deciding who should inherit your estate and then draw up wills for your approval.   

Service 2

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority does not regulate tax planning, taxation and trust advice.

DMA Financial Planning Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 219972