Passing down wealth
Are you looking for…
You’ve built up your wealth and you’re in a comfortable position to see future generations benefit from it. You’ve heard all the talk about Inheritance Tax and gifting but you’re not quite sure what it means for you. It’s holding you back from making decisions, but you know you must start the conversation.
What you need is for someone to explain to you in plain English how to tax-efficiently pass down your wealth and take into consideration any goals of yours. That’s where our expertise comes in…
Mitigating Inheritance Tax
We’ll explore the options available to you to limit the amount of IHT your estate might pay and ensure that more of your hard-earned wealth is passed to your loved ones.
Devising a gifting strategy
By assessing if you have the financial security to gift money to loved ones while you’re still here, we will help you meet some of your wishes sooner than expected.
Utilising cashflow modelling
By following this approach and with a comprehensive financial plan, you can be comfortable knowing the effect it may have on your long-term savings or income.
Ensuring you have enough
We still want you to live life to the fullest, so we need to be sure that any plans to pass down your wealth fit in with your personal goals and objectives.
Keeping an eye on legislation
You’ve been around long enough to know that laws change in the blink of an eye. You needn’t worry as we’ll keep an eye on things and change your plans if necessary.
Ongoing care and attention
We’ll conduct regular reviews with you to see you through retirement. We’ll enjoy your milestones with you even after we have implemented your plan.
What we can do
We help you to understand your finances and develop a solid strategy to enable you to achieve your goals. We care about seeing you through each stage of your life, no matter how complex it is.