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 clients buy property
  • Tax efficient wealth structuring
  • Assisting family clients with care home fees
  • Passing control of a business to nominated family clients
  • 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.

Get in touch today

What Our Clients Say

G.C M
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"Ed has helped me greatly in managing my investments and in preparing my financial portfolio for my retirement. He is always professional, transparent and ethical and I have no hesitation in recommending him and Smythe House”
A. F
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"I have been fortunate to have Ed and Smythe House advising me over a wide cross-section of financial affairs for many years. Smythe House have tailor-made many solutions for my requirements. Ed’s hands-on approach and in-depth knowledge of my financial and personal situation have given me comfort and confidence about the future, whatever it may contain"
R.C
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"I have found it very helpful to get advice on all aspects of my finances. Ed and Smythe House have introduced a range of investments while keeping a close eye on external advisors to ensure good performance. I would happily recommend Ed to others who are looking to have the trusting professional relationship that we have built up over the many years."
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