We can help you to look after your family’s future while still living the life you want today.
A legacy built around your wishes
It’s not easy thinking about what will happen when you’re no longer around. But with effective planning, you can ensure that you leave behind a legacy that reflects your values. We will take the time to understand your priorities, then build a plan that passes on your wealth the way you choose.
Minimising your tax liabilities
Inheritance Tax planning can be complex; that’s why we’re here to guide you through it all. Our advisers will explore ways to reduce your estate’s liability and make sure more of your wealth goes where you intend.
Making use of trusts and gifting
Trusts, gifting strategies and other exemptions can help you pass on wealth as tax-efficiently as possible. Our team of experts can explain your options clearly and help you decide what’s right for your circumstances, both now and in the future.
Guidance for beneficiaries
If you are expecting to inherit or receive a gift, planning ahead can ensure you make the most of what you receive. Once the assets have been passed on to you, we can provide ongoing advice to help you manage and grow your wealth responsibly.
IHT rules may change in the future, this may impact upon the effectiveness of any IHT planning.
