Passing on

I can go to bed at night and not worry about where my money is or what's going to happen to it.

Nigel & Jane

Securing your legacy

When you’ve worked hard and saved diligently for many years, there comes a time when you must consider what to do with your wealth.

You’ve got more than enough to live comfortably and do the things you want to do, but it’s what happens when you’re no longer around that you need help with. How do you make sure it ends up in the right hands and Inheritance Tax is minimised?

Your family is everything to you, so you want to build a solid financial future for them while you can. The knowledge that your wealth will be passed on seamlessly, with minimal disruption and financial strain, instils a profound sense of comfort and peace.


People often ask us

How can I pass on money tax-efficiently?

By delving into the intricacies of estate planning, we navigate the complexities of gifting and Inheritance Tax and make recommendations to help preserve and protect your legacy.

How do I protect my legacy?

It’s normal to have concerns about divorce and how it could affect your legacy. We will do everything we can to keep your assets within your direct family, ensuring they remain intact and protected for their benefit.

Should I set up a trust?

A trust can ensure protection and continuity for your family. If we deem it appropriate, we will use trusts to minimise the burden of tax, enabling your loved ones to inherit the fruits of your labour.

What if I’m unable to manage my finances?

When reviewing your plans, we will explain the advantages of having Lasting Power of Attorney documents in place, so that others can help you with decisions if and when you are no longer capable of doing so for yourself.

Solving your problems

We take your family’s future seriously and are here to help the next generation make the most of your financial legacy.

Caring for their financial future extends to the emotional support and guidance we provide, offering a shoulder to lean on during challenging times.

Learn more