Passing down wealth

Growing your wealth is one thing, but the real questions arise when it comes to preserving it for future generations.

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
to help

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.

Why choose us?

See who we’ve
already helped

The work that Abbotstone and Rob did was seamless. They made our situation and the options we have easy to understand.
Doug and Diane
We confidently live our lives and spend when we need to without worry, because Abbotstone are managing our finances for us.
Paul and Carolyn

Contact us

Ready to talk? If you want to find out more about how we can add value to your life, get in touch using the form or contact details below.