Leaving behind a legacy
As you enter later life, your priorities change, and you no longer worry so much about yourself. Instead, your worries are centred around your family and what will happen when you pass away.
Concerns about Inheritance Tax and gifting are all too common, but they needn’t be keeping you up at night. If you start planning now, you’ll put your loved ones in a good financial position in the future.
How can we help?
Inheritance Tax, estate planning and trusts can be complex. That’s why you need high-quality financial advice to guide you through it.
We’ll work with you to help pass on more of your wealth to the people you choose, rather than the tax office. And, if you’d prefer to see loved ones enjoying your wealth during your lifetime, we can discuss your gifting options.
By working with you to gain an understanding of what matters most, we work to help your family benefit from your legacy in the most tax-efficient way.
TAX-EFFICIENT SOLUTIONS
We demonstrate exceptional knowledge in this area and will recommend tax-efficient ways to help keep your wealth in the family.
LONG-TERM PLANNING
Our advisers may recommend trusts to protect your assets in the future from taxation, care fees and bloodline issues such as divorce.
SPEAKING IN PLAIN ENGLISH
We understand it can be confusing for you. So, we’ll explain your options and what everything means without using financial jargon.
The Financial Conduct Authority does not regulate Trusts, Tax and Estate planning.
