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Passing on Wealth

You have worked hard throughout your life to accumulate and preserve your wealth. Passing on what you have accrued in the most efficient way is of paramount importance.

You want to ensure your assets will pass securely to the next generation; planning this takes much thought and expertise to ensure the right solutions meet your future wishes and at the same time ensuring your own lifestyle and plans are not compromised.

We consider the practical issues – your tax position and legal requirements – but of equal importance is understanding the emotional side of making significant, often irrevocable decisions. Sometimes financial considerations are not the most important ones.

Inheritance Tax and trusts

Supporting you when making these decisions and suggesting solutions is an area we have considerable experience and knowledge about. We examine the various implications and effectiveness of the options available to you such as setting up trusts to mitigate Inheritance Tax.

Trusts can be written to fulfil other financial objectives, for example: using a trust for your life assurance plans. We provide advice for trustees to make certain they work for you.

Using our Active Investment Management Service, Reflex, we have the ability and expertise to manage assets already held within a trust.

Professional partners

As part of the planning process, it is essential to make certain you have a current Will in place, and give consideration to arranging a Lasting Power of Attorney. We have a select group of professional partners we can recommend whom we trust to advise and help you with these decisions.

Contact us for a no obligation discussion to find out how we can help you maximise the legacy you wish to pass on.