Keeping your money in safe hands
You’ve worked incredibly hard to get to where you are, and you don’t want to see your hard-earned wealth in the wrong hands. It would make you happy to see your loved ones enjoying your money while you are still here.
Reducing Inheritance Tax liabilities is at the forefront of your mind. Doing your bit to reduce the burden on your children will be the best gift you could leave behind.
The Financial Conduct Authority do not regulate tax planning, estate planning, trusts or wills.
How we will help
Form a concrete plan
Bespoke to your family’s needs, our plan gives you the power to feel organised, reassured, and in a position to make decisions with confidence. It’s a plan that carries on beyond your lifetime.
Reduce Inheritance Tax
You want to know the secret to lowering any liabilities, and rightly so. What works for one family may not work for another, so we will look at your options and implement a plan you can rely on.
Explore your options
There are various routes to go down, but only one will be right for you. Whether we create a trust, adjust your will, or implement a gifting strategy, it will give you greater control over your assets.
Bring in the entire family
Planning for intergenerational wealth transfer impacts everyone involved. We bring in relevant family members to ensure we do what’s best for every individual and create a plan you’re all happy with.
Are you thinking...
We’ll help you maximise the assets you’ve built throughout your lifetime and leave a legacy that will benefit future generations, all while keeping you financially stable during retirement.
Steve and the team understand me and my aspirations, and they have guided me along the way