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Passing on your wealth
With careful planning and preparation, every generation of your family can benefit from your lifetime of hard work. Find out what our experienced advisers can do for you.
A comfortable future for your loved ones
There’s no better legacy to leave than wealth that passes down generations of your family for decades to come. Choose us, and we’ll help you achieve it.
Our clients tell us they value our straightforward, transparent approach that gives them confidence in their decisions. If you’d like the peace of mind that comes with knowing your loved ones will be properly taken care of, our advisers are waiting to hear from you.
How we help
Identifying and implementing Inheritance Tax efficiencies to build intergenerational wealth
Access to third-party wills support to get your affairs in order
Assessing alternative options to free up wealth, such as downsizing
Analysing your drawdown options to give you the greatest flexibility
Cashflow planning to demonstrate the financial effect of different events and decisions
A review of your existing savings or investments to identify opportunities
Is this you?
I’d like to build my wealth so I have more to leave behind for my loved ones
If you don’t feel your current arrangements are working hard enough for you, we can help. Meet with our experts, and we’ll discuss your existing pensions and investments and identify alternatives that may be able to help you achieve even greater growth.
I’m worried about the effect of Inheritance Tax
The rules around Inheritance Tax can be incredibly difficult to understand, which is why it’s worth getting expert advice. Our specialists have years of experience helping people avoid paying more tax than necessary and would love to do the same for you.
I know about gifting but want to do it correctly
Passing on your wealth as gifts to family and loved ones can be a highly effective way to leave a legacy, but there are complex rules to consider. With our help, you’ll understand the tax implications and allowances that apply in your circumstances.
I need help getting my affairs in order
It’s important that you have a Will and Lasting Power of Attorney in place so that your wishes are respected after you’ve gone. We work with trusted third-party specialists to ensure your estate is properly documented, so you’ve nothing to worry about when the time comes.
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I feel confident in my financial future with Cheltenham IFA
Graham Satterley
I know it can get a little bit confusing when there's a lot of financial information, but I never felt that with Maddi. I totally understood what she was explaining to us and we knew what was going on. They were so clear and helpful that, in the end, it was an easy process.
Mick & Alison Hart
I feel very reassured. I have great peace of mind when thinking of my financial future because I feel I'm in very good hands. They've taken into account what stage I'm at in my life, what I want from the future, particularly with regards to legacy to my children and other members of my family, and my own comfort and financial security going forward.
Katherine Judge
Client since 2014
I really like working with Cheltenham IFA. What I found is that they're really flexible, supportive and professional, and with my background as a finance director, I've quite enjoyed our debates about how we can best work going forward and the best financial strategies for me.
Graham Miller
Client since 2014
The best thing about working with Tara is how approachable she is. It is easy to approach her without being scared or worried about what answer you might get. You will get an honest answer, which is incredibly friendly and professional, so you don't worry about contacting her.
Bob & Jane Johnson
Client since 2014
What our clients say
In our most recent client survey...
98.550%
of clients are satisfied with our understanding of their needs, goals, and objectives
96.020%
of clients believe working with us has helped or will help them to achieve their financial goals
90.780%
of clients said they would recommend us to family, friends, or work associates