Estate Planning &
Securing your family’s financial future
“What will happen to my estate when I’m gone?”
Bleak? Maybe, but it’ll be a load of your mind to rest assured that your loved ones are taken care of.
Regardless of what you have in property and assets, estate planning and wealth protection is an important bit of admin for us all. It might feel a little morbid, but it takes away some stress, ensuring that your loved ones are taken care of.
You’ve worked hard and invested carefully to build your wealth; you want to look after it. That’s why it’s important to plan for your wealth preservation and the eventual transfer of that wealth.
The reality is, we all need to have a plan in place for the eventual transfer of our assets, regardless of any tax or legal consequences. It is natural that many of us want to leave our wealth to those who matter to us the most. Having a well-managed estate can save time and legal costs in the long term, help avoid a large Inheritance Tax (IHT) bill, and cushion the blow for those you leave behind.
Wealth preservation and the transfer of your wealth is not just for the super-rich. It is essential for anyone who wants to ensure that their loved ones benefit from their inheritance and is not burdened by it.
One of our experts can help you with:
- Having a clear picture of your goals
- Setting up Trusts
- Maintaining access to income and capital
- Providing ongoing income and security for dependants
- Protection from irresponsible beneficiaries
- Providing for vulnerable or minor beneficiaries
- Assessing and minimising risks to the inherited assets
Book your free initial consultation
Our advisers
Your adviser will work with you to understand your current situation and appetite for risk. All of the advice given will be tailored to you, your circumstances and your objectives.
You will be supported throughout your financial planning journey from setting long-term financial goals and working towards targeted growth, right through to retirement and taking income.
