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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.
In our most recent client survey...
of clients are satisfied with our understanding of their needs, goals, and objectives
of clients believe working with us has helped or will help them to achieve their financial goals
of clients said they would recommend us to family, friends, or work associates