I want to pass on my wealth

Inheritance Tax Planning


Securing your family’s financial future.

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.

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.

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 mitigate a large Inheritance Tax bill, and cushion the blow for those you leave behind.

It’s important to start with a clear picture of your goals. You may want your estate to provide ongoing income and security for dependants, to make bequests or to set up Trusts. Everyone’s circumstances are different – planning can look at tax efficiency and maintaining access to income and capital.

It can also include protection from irresponsible beneficiaries, or to provide for vulnerable or minor (those under 18) beneficiaries. We can also help you assess and minimise any risk to your inherited assets, for example from divorce or bankruptcy.

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.

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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.

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I've been fortunate enough to have been advised exclusively over the past few years by Stuart Carswell. Stuart's advice has always been a model of clarity and his ability to explain less than straightforward financial concepts is exceptional. Stuart provides tailored, bespoke advice and my only regret is that I didn't appointed him years earlier than I did.

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I have been advised by Stuart Carswell for over 10 years, during which time I have enjoyed consistent, valuable advice reflecting a thorough understanding of my financial needs. Throughout this time, I have had no hesitation in bringing his valuable insights to my family and close colleagues, and I value him as both an advisor and close friend.

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