Passing on wealth
As you grow older, balancing comfort with future security is crucial. We can help you support loved ones while ensuring your financial stability.
Create lasting impact without financial worries
As you age, you may find yourself with more wealth than anticipated. However, you still want to be comfortable and there is a fine line between leaving a legacy and not compromising your financial future.
Whether you wish to support loved ones, give back to causes you care about, or pave the way for future generations, it should reflect your values and wishes. It’s about creating lasting opportunities and security that enrich lives long after you’ve gone.
What we will do to help
We are committed to achieving your goals as if they were our own.
1Listen to your wishes
We understand that you might feel slightly nervous about passing on wealth. It’s only human to wonder whether it will get spent sensibly or worry about potential care costs. Therefore, listening is the most fundamental component of building a plan.
We will hear about your wishes, how much you’d like to pass on and your plans for the future to ensure that you are left with enough.
2Reduce Inheritance Tax liabilities
A key benefit of working with a financial planner is that we can optimise the distribution of your wealth to reduce tax liabilities and secure your family’s financial future.
We will consider trusts, gifting and review your will to help you plan to pass on as much of your estate as tax-efficiently as possible.
3Build relationships with your family
When passing down wealth, your plans must align seamlessly with your family’s needs and goals. When the time is right for you, we’ll bring them into meetings to hear from them first hand.
By involving your family at this stage, they become integral to the process, and it provides reassurance that we will manage their finances when you’re no longer here.
This is how we make it work
Everyone we work with needs a personalised solution, and we tailor our services to meet and exceed your expectations. The journey and the outcome revolve around you.
How we work together
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