Leaving a legacy?
Being able to pass on your wealth to your loved ones is a dream for many people, but it can be challenging area to navigate. It’s common to think that estate planning is simply to do with tax, but that’s only one part of the equation. We look at the wider picture to ensure your family assets are protected in the long-term.
Making the right plans today means thinking about tomorrow. Would you like to leave your grandchildren a substantial inheritance? Maybe you’re worried that your children will miss out on what is theirs due to separation or divorce? Our estate planning service helps to protect your assets for future generations in the way that you want – so that more of your money goes to the people who matter.
Giving the gift of financial security is a great thing. We’ll help you make the right choices now that will allow you to leave a wonderful legacy for generations to come.
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.
Here’s how we help…
Understand your options
We’ll explore what’s available to you. Whether it involves spending more or gifting money, we’ll help you understand what you can afford and your best solutions.
Keeping it in the family
We all want our money to go to the right people. We’ll help ensure your assets are protected in the event of divorce or bankruptcy, so your wealth stays in the family.
Inheritance Tax planning
We’ll help you manage your IHT bill through the right kind of financial planning, making sure more of your money goes to your loved ones rather than the taxman.
Utilising trusts
Trusts can be an effective solution for protecting and preserving your assets. We’ll help remove the complexity around them and see whether you could benefit from one.
Trusts are not regulated by the Financial Conduct Authority
Meeting your needs today
We make sure to take a well-balanced approach to estate planning, so you don’t leave yourself short in your own lifetime, while also enjoying the benefits now.
Peace of mind
Most of all, we’ll give you the peace of mind you need to live life now, safe in knowledge that your estate is protected for future generations.
