Passing Down Wealth
We’ll manage your assets to reduce any Inheritance Tax liabilities and provide you with peace of mind that your loved ones will be taken care of.
Planning for the future includes not just enjoying your retirement but also ensuring that your wealth is passed on effectively to the next generation. Whether you’re approaching retirement or already retired, it’s crucial to address these concerns proactively and ensure your wealth benefits your loved ones as intended.
Secure Your Legacy
Discussing what will happen to your wealth after you’re gone can be difficult, but starting these conversations early brings many benefits. By exploring your options now, you can make choices that reflect your wishes and ensure your loved ones are cared for in the way you envision.
This means that more of your legacy will go to those you love rather than to taxes, and it can also bring immediate benefits to younger generations if you decide to share your wealth with them while you’re still here.
Ultimately, seeking advice now will give you peace of mind, knowing your finances are in order for future generations. You’ll also be able to rest easy, confident that you have the wealth needed to continue enjoying your life to the fullest.
Helping You Protect Your Wealth
By working closely with you to understand what matters most, we’ll ensure that your loved ones receive your legacy in a way and at a time of your choosing. Importantly, we’ll also ensure that whatever legacy you leave behind doesn’t compromise your ability to fully enjoy your life today.
We’ll start by assessing whether you have any Inheritance Tax liabilities. If you do, we will discuss all available options, including both trusts and gifting and tailor our advice to fit your unique needs. While we handle the financial intricacies, we understand there’s more to consider. Therefore, we work with other professionals such as solicitors and accountants to develop the most effective strategies for your situation, ensuring that every aspect is thoroughly addressed, and no detail is overlooked.
We also assist those who have recently received an inheritance. If you find yourself in this situation, we can help you understand how this will impact your life and financial plans moving forward.