Passing on wealth
Security for future generations
After a lifetime of building your wealth up, you now need to figure out a plan to preserve it and pass money down to future generations. That’s where planning ahead really matters, and you can focus on securing a better financial future for your family.
We’ll help you with…
Making confident decisions
These are some of the biggest choices you’ll have to make. You want to be assured that your arrangements work for everyone, including yourself.
Gifting to loved ones
You’d like to look after your family to the best of your ability, while looking after yourself. But how much can you afford to gift while you’re still reliant on your wealth?
Protecting your estate
This is your legacy, and you want your family to benefit from it. You’d like to keep it protected so it provides security once you’re gone.
Careful tax planning
You know that there are legitimate ways to reduce tax liabilities, but you just don’t know the ins and outs. That’s where a qualified adviser steps in…
Inheritance Tax planning
Our team will help you manage any Inheritance Tax liabilities so that more of your money ends up with loved ones. We’ll also establish any gifting strategies so your loved ones can benefit from a regular income that’s tax-efficient.
You want to ensure your money is passed on in the right way. We’ll ensure this happens whilst minimising the tax payable. We’ll also take into consideration any arrangements that will be needed in case you ever need to enter care.
Trust us to help you make confident decisions about what will happen further down the line and the implications on your family. Leaving a legacy is just as important to us as it is to you and we’ll help establish what this looks like.
If we establish that you can qualify, our advisers will help maximise the benefits of business relief on your Inheritance Tax bill at either 50% or 100%. This is a valuable form of tax relief and our advisers will do their utmost to put you in a good position.
We’re a small and personable team, and this shines through in the service we deliver to our clients. We follow a five-step process which has your goals at the centre of all the work to do. We’ll do everything to ensure you reach them.