As you enter later life, your thoughts may turn to how you pass on your wealth. You may have concerns regarding Inheritance Tax and questions about gifting.
We are an award-winning tax efficiency advice firm.
That means we have been recognised as demonstrating exceptional knowledge and skills when it comes to finding tax-efficient solutions that work for our clients.
We know it isn’t always easy to discuss what you’d like to happen to your wealth after your death. However, having conversations earlier rather than later has many benefits. Being fully informed of your options allows you to make decisions that will benefit your loved ones in the short, medium and long term. It can mean more of your wealth going to those you choose, rather than the tax office, and immediate benefits for younger generations if you choose to gift during your lifetime.
However, navigating the complex laws around Inheritance Tax, estate planning and the setting up of trusts is tricky and requires expert financial advice. We offer high-quality technical advice and an understanding, listening ear. We know these aren’t the easiest of topics to discuss, but we’re passionate about helping families gain from the benefits of financial planning.
Working with you to gain a good understanding of what matters most to you, we will ensure your loved ones benefit from your legacy in a way and at a time of your choosing. And that, crucially, whatever legacy you choose to pass on, it does not impact your ability to enjoy your own life today.
Please note: Wills and Inheritance Tax are not regulated by the Financial Conduct Authority.
Ensure your wealth goes to those you love, in line with your wishes.
Gain peace of mind that your family will continue to be provided for after your death.
Plan your estate tax-efficiently.
Understand the rules on Inheritance Tax and ensure more of your wealth stays in your family.
Ready to talk?
If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.