Inheritance & Estate Planning
Estate planning is about much more than passing on money when you die.
It’s about leaving a legacy and financial security for your family and taking care of the next generation.
We’ll help you get clear on the legacy you’d like to leave for your loved ones, then advise you on the best approach.
How much can you afford to give?
Will you have enough money to fund your lifestyle and be able to pass a legacy to your loved ones?
We help you calculate how much you can afford to gift or leave to loved ones so that you don’t have to worry that your wealth won’t extend to meet your needs.
We’ll also take into account expenses, such as long-term care, and incorporate this into your wider financial plan to ensure all your goals are met and you still have enough left to give to those you love.
What’s the best way to give financial gifts?
How do you pass on a family home?
How can loved ones benefit from your pension?
What’s the best way to use Trusts?
A good plan will ensure your hard-earned wealth benefits those you love.
Why choose us?
Estate planning requires much more than a review of your assets and advice on tax efficiency. Your estate planning is connected to your dream retirement plans, your love for your family and friends, and your vision for the legacy you want to leave.
We’ll work with you to understand your objectives in each of these areas and review your existing arrangements, helping you take a holistic approach to estate planning which leaves you with the peace of mind that you’ve taken care of those you love while having the freedom to grab life now.
Our Wealth Management Services
As well as helping you with Inheritance and Estate Planning we offer a range of wealth management services that are tailored to meet your exact needs. Your financial planner will help you identify which combination of services will help you achieve your goals.
Ensuring your investment portfolio underpins your priorities & goals.Learn more
Gifts & Philanthropy
Let us help you have the confidence to support the things you care about most.Learn more
Get clear financial support when you face divorce or bereavement.Learn more
Get proactive support to ensure your affairs are managed tax-efficiently.Learn more
Pension & Retirement Planning
We are here to help you prepare for and get the most out of later life.Learn more
Life Cover & Protection
Alleviate anxiety by making sure you and your family are properly protected.Learn more