Passing on wealth

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...

Have I left it too late to create a gifting strategy?
What are my options when it comes to Inheritance Tax?
Am I in an advantageous position financially to give money away?
When the time comes, who pays Inheritance Tax?
Do I definitely need to set up a trust?
In case of divorce, how do I protect my bloodline?

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

Anne Williams

Working with Steve has helped us feel confident about our financial future

Eddie & Debbie

The advice I've received from Ian and Aspire has been invaluable

Miles Watson

I can look forward to a long and happy retirement

Nicki Machin

I feel as though I have an ally, helping me navigate my finances

Raj Bahia

I feel confident in my financial future, thanks to The Aspire Partnership

John Grainger