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.
Percentage concerned about their families' long-term financial well-being
Percentage who said they would be more likely to create an estate plan if it helped lower their families' taxes
Percentage who die without a will or estate plan in place
Percentage of UK adults who do not have a lasting Power of Attorney
We will work closely with you to understand what you’ll need for your own future and your family’s specific circumstances.
We will 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 our expertise and experience, you’ll be able to rest assured that the wealth you’ve achieved will support your family for generations to come.
Following a free consult in which we will look to answer these questions and more a bespoke strategy will then be crafted for you within the next 7 days. This plan will explore various areas to help you set and realize your goals.
The value of investments can fall as well as rise. You may get back less than you originally invested.