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.

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 nor 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.

Paul Brooking

Nirvana Joy

Leanne Ridings

Simon Emerton

Jane Waugh

Julie Mangion

Meet our clients

We believe that great financial planning can change lives. But don’t just take our word for it – hear it from the people who have lived the experience themselves. Meet some of our clients who have shared their stories about how we’ve helped them.

Find out more

We’re here for the journey

Thinking of retiring?

Already retired?

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Starting your financial journey?

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