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Passing on wealth
Feel confident about the legacy you’re leaving behind. We’ll show you tax-efficient ways to pass on wealth to those who matter most.
Protecting your family’s future
You’ve spent a lifetime working, saving, and providing for the people you love. Now, you may be thinking about the bigger picture – namely, how to protect what you’ve built and pass it on in the right way.
Perhaps you want to help your grandchildren with university fees, make sure your wealth stays in the family, or leave a gift to a charity close to your heart. Maybe you’re thinking about Inheritance Tax and how to make things as simple as possible for your loved ones.
We provide expert estate planning advice to make sure your wishes are respected and your legacy is preserved.
Getting a handle on Inheritance Tax
You’ve worked hard to build your wealth, so it’s only right that your loved ones benefit fully from your efforts. We’ll help you plan ahead to reduce or eliminate Inheritance Tax, using proven strategies that keep you in control, support your family’s future, and ensure more of your legacy goes where you want.
The gift that really does keep on giving
Witnessing your legacy in action can be a huge source of satisfaction. We can design strategic gifting plans that support your loved ones now while managing potential tax implications. It’s a delicate balance between helping your family and preserving your own financial security.
Your wishes, reviewed and respected
If you become unable to manage your financial affairs yourself it can cause significant stress and financial complication for those close to you, if you do not have the correct legal structures in place. We can collaborate with your solicitor, or one of our trusted legal specialists, to ensure you have the right arrangements in place.
Keeping care costs in check
Later-life care can have a significant financial impact, but with the right planning, it doesn’t have to unsettle everything you’ve built. We’ll help you structure your estate and gifting strategy to balance potential care needs with wider goals – from managing Inheritance Tax to protecting family wealth.
A simple process
Our approach breaks down financial planning into easy steps, providing a clear, straightforward route to help you achieve your goals.
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See what clients have to say about us
We could just tell you how we help, but it’s better to hear it from the clients we have helped.
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We’d love to hear from you. Whether you’re ready to start planning or just have questions, take the first step and get in touch.
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