Personal Banking Premier Business Wealth Management Corporate Log In Search Menu Wealth transfer Securing your family’s future Talk to us Focusing on your future means thinking about the legacy you want to leave behind. We can help you plan your estate to ensure your loved ones are secure, come what may. Traditionally, the passing on of wealth took place when someone died. But with people living longer and families potentially having more than one generation in retirement, the timings and methods of passing on your wealth can be less straightforward. How we can help you Our Wealth Planners will work closely with you and your Wealth Manager to understand what you’ll need for your own future and your family’s specific circumstances. They’ll review all your assets in order to provide tax-efficient estate planning that incorporates trusts, lifetime gifts, life assurance, pensions and inheritance tax strategies. Through their expertise and experience, you’ll be able to rest assured that the wealth you’ve achieved will support your family for generations to come. Other wealth planning goals Grow your wealth Securing the future you want Whether you want to grow your wealth for a retirement income or a legacy to pass on to future generations, we can help you set goals and achieve them. Grow your wealth Protect your wealth Providing control and security We know the future can’t be predicted, but it can be protected. That’s exactly what we do for you, and your wealth, through our range of services. Wealth protection Things to consider The value of investments can fall as well as rise. You may get back less than you originally invested. Tax rules can change in the future and their effects on you will vary depending on your individual circumstances. Ready to talk? To help us put you in touch with the right team and the right services, we have two questions to ask you. Do you live in the UK? YesNo Important Information Terms and conditions Banking terms Rates and fees What is Market abuse? Responsible investing Citizenship Accessibility Cookie policy Privacy notice Control your data Fraud and protection Contact us Find an office Twitter Facebook LinkedIn Cookies We would like to collect data from your device while you use this website. We do this using cookies. You can find out more in our cookie policy. Collecting this data helps us provide the best experience for you, keeps your account secure, helps us provide social media features and allows us to personalise advert and service message content. Please select 'Accept all' to consent to us collecting your data in this way. To see other data collection options, select 'Preferences'. Preferences Accept All