Estate Planning & Intergenerational Wealth management
Shield your assets to ensure that your wealth passes on to the right people.
Estate Planning involves preparing your finances to ensure that your assets are protected for your family and other beneficiaries after you are gone.
Estate Planning & Intergenerational Wealth Management
Avoid or reduce the amount of inheritance tax
The more you have, the less you should leave to chance. If you don’t plan carefully, one of the key beneficiaries of your estate is likely to be HMRC, whereas a well thought-out estate plan will help you to avoid or reduce the amount of inheritance tax you will pay.
Estate Planning & Intergenerational Wealth Management
Shield your assets
We will work with you to protect and shield your assets and to ensure that your wealth passes on to the right people, through a variety of methods such as planned lifetime gifts, a tax-efficient will and family trust funds.
Areas we can advise on include:
- Property e.g. transferring ownership, tax, and helping family members buy property
- Tax efficient wealth structuring
- Assisting family members with care home fees
- Passing control of a business to nominated family members
- Setting up family trusts
- Drafting Wills (in association with lawyers)
- Preparing for uncertainties such as advising on powers of attorney
While many individuals are mainly concerned about transferring wealth to the next generation, some want to make sure a family legacy lasts for generations and we can also help with this.
