Estate planning
We understand that you have spent a lifetime building your wealth. We help ensure that your wealth is protected throughout life and ultimately transfers efficiently to those you wish to benefit.
Questions our clients ask
How can I preserve and protect the value of my wealth for future generations?
How can I ensure the right people receive my wealth/possessions after I have gone?
Can I afford to make gifts to my children/grandchildren/chosen charities during my lifetime?
Who will deal with my affairs when I am gone?
What would happen if I lose mental capacity and cannot deal with my affairs?
Whether your goal is to leave your estate to family or charity, to minimise inheritance tax or to maximise lifetime gifts, we are here to provide advice and support. We can assist in designing effective estate planning frameworks, and work with legal and tax advisors to ensure your wishes are carried out.
Tax advice and Will’s and Trusts are not regulated by the Financial Conduct Authority.
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