Estate Planning
Multi-generational Planning
For many of us, as we grow older, our attention turns towards providing for our families after we have gone. Whether that’s passing on income, property, investments or even your own inherited wealth. Prior planning enables you to provide for inheritance tax (‘IHT’) liability; it can also help to reduce or mitigate any potential IHT liability.
This vital pillar of financial planning ensures that the person passing on the wealth still has sufficient capital, especially if one should need long-term care in later life.
We will work with you/your family, as well as your professional legal or fiscal advisers, to ensure an optimal solution is achieved in order to pass wealth down the generations tax efficiently. We are specialists in estate planning and the utilisation of Trusts, enabling your wishes to be executed effectively, both here and now, and after you’ve passed away.
Knowing that your affairs are in order brings great peace of mind, allowing you to enjoy life to the full.
Speak to one of our dedicated experts
Talk to us about your personal finances so you can make sure you and your family are protected against any unfortunate situation.