We are here to help you support your loved ones and pass on your wealth with confidence.
Preparing for life’s key moments
Good planning doesn’t have to stop with you. With intergenerational planning, you can preserve your wealth and leave a lasting legacy. Perhaps you want to help children onto the property ladder or support grandchildren with tuition fees. We will take the time to get to know you, then create a plan that aligns with your goals.
Minimising IHT
Without effective planning, your estate may incur Inheritance Tax, potentially leaving your family with bills they did not anticipate. Our advisers will clearly explain ways of reducing your estate’s liability, such as gifting, trusts and allowances.
Reviewing as life evolves
Life changes and your financial plan might too. Whatever opportunities and challenges are thrown your way, we will be here for you. Together, we will review and adapt your plan to ensure it meets your family’s needs.
Guidance for beneficiaries
If you are expecting to inherit, planning ahead can ensure you make the most of what you receive. Once the assets have been passed on to you, we can provide ongoing advice to help you manage and grow your wealth responsibly.
IHT rules may change in the future, this may impact upon the effectiveness of any IHT planning.
