Passing on your wealth
You’ve worked hard for what you have - make sure it’s passed on the way you wish
Gifting your wealth to loved ones could be one of the most rewarding things you can do. There's nothing quite like knowing your family can achieve their dreams or live comfortably thanks to you. However, giving away assets requires careful planning. When done right, it can help reduce your inheritance tax bill.
Conversations about money can feel uncomfortable or even taboo within families, but having open, honest discussions and a clear plan in place can make all the difference.
Whether you're leaving an inheritance or sharing your wealth while you're still here, we'll work with you to create a plan that provides peace of mind for both you and your loved ones.
We can help you:
- Minimise inheritance tax
- Open up the conversation about your future wishes with your family
- Plan for the life you want in retirement
Pass on your wealth, support your loved ones future – how we can help
Using Trusts for inheritance tax planning
Trusts can be a powerful estate planning tool, giving you flexibility and control when passing on your wealth for future generations.
Inheritance tax
Make sure that more of your hard-earned money ends up in the hands of your loved ones, rather than the tax office, with smart and proactive inheritance tax planning. By planning, you can protect the wealth you've built and ensure it's passed on to those who matter most.
Smart financial planning starts with a conversation
No obligation, no fees until your plan is put into action.
