Securing your family’s financial future
Have you considered this question: ‘What will happen to my estate when I’ve gone?’ Wealth preservation and wealth transfer are becoming increasingly important issues for many families today. Individuals with assets of any size should seek professional financial advice to consider what action may need to be taken before it’s too late, and your loved ones get left with a massive Inheritance Tax (IHT) bill.
When 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, most of us should prepare 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 the most. Having a well-managed estate can save time and legal costs in the long term, help avoid a large Inheritance Tax bill, and cushion the blow for those you leave behind.
Wealth preservation and the transfer of 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.
