Home Individual Advice Employee Benefits Corporate About Us We understand that, having worked hard to build their wealth, many people will want to look at ways of passing their wealth to the next generation without compromising their own financial security Listen For some people discussing money with family, especially when it relates to inheritance, can be difficult. At your initial meeting we will take time to listen to you and understand your wishes and concerns in relation to this very emotive area of personal finance. From our discussion with you we will get a clear and agreed picture of your needs, which will help us to consider the most effective way to meet them. Client Deliver We will implement our agreed strategy, ensuring that you and your beneficiaries benefit from a clear action plan with financial security, reduced inheritance tax and, importantly, peace of mind. Where possible we will work with other professional advisers to ensure your overall position is reviewed regularly and amended according to any relevant changes in legislation or circumstances. Consider Estate planning isn't just about passing on money when you die, it's also about enjoying life now and making sure you have enough money to live on and, possibly, pay for your own care. Our adviser will review your current financial position and assess you future needs before drafting a plan that will provide you with clarity on how to meet all of your long-term financial goals. Advise We will produce, deliver and explain a strategy that meets your objectives by utilising appropriate and available tax reliefs and allowances, investment structures that offer legitimate beneficial tax treatment, lifetime gifts and trusts. We will make any adjustments required as a result of our follow-up discussions with you before obtaining your final agreement to our proposal. Contact Us Accept Cookie Settings We use cookies and similar technologies to enable services and functionality on our site and to understand your interaction with our service. By clicking on accept, you agree to our use of such technologies for marketing and analytics.See Privacy Policy

Home Individual Advice Employee Benefits Corporate About Us I want my wealth managed I want to plan for my retirement Read More > I want to pass on my wealth I want help with a financial plan I want to buy my own home I want to protect my family Accept Cookie Settings We use cookies and similar technologies to enable services and functionality on our site and to understand your interaction with our service. By clicking on accept, you agree to our use of such technologies for marketing and analytics.See Privacy Policy