The next generation
KEEPING WEALTH WITHIN THE FAMILY
A client of ours, Philip, prematurely died a year ago at just age 66. He was single at the time of his death, having become diagnosed with Lewy Body Dementia only a couple of years earlier. This disease is a rare form of dementia which is even worse than Alzheimer’s....read more
However, they do like the idea of sharing their wealth; so they can enjoy seeing the positive impact it will have on their children’s lives. At the same time, they don’t want to give away too much money and risk running out themselves!
Don’t worry; we can help you pass on your wealth in a way that will achieve your aims
With our expert knowledge of estate planning, we draw on decades of experience and ongoing continuous professional development. We also have a great deal of personal knowledge and experience to help you understand your options and make informed decisions. This may include inheritance tax planning alongside your pensions planning.
We appreciate it can be a tricky subject, but we have the most success when we work with our clients’ children as well. This enables us to have a complete view of everyone’s situation, including their needs and aspirations. From this, we can put together a plan which should work for everyone.
If you’re a client and would like to introduce the next generation of your family to us, do get in touch. We want to help everyone in your family to be financially secure.
Don’t leave it too late – call us on 01908 523 740
We appreciate that relying on others to help make your financial decisions is not always easy. Having trust in your adviser is essential to the process, which is why we offer you the opportunity to speak to clients who we’ve already helped. That way you can be certain that choosing to work with us is the right decision for you.
Wealth protectionFor further details, take a look at our ‘Wealth Protection’ services.
Subscribe to our newsletter and blogs
YOUR INDEPENDENT FINANCIAL ADVISER
Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield, our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.
Call us today on 01908 523740 or use the form to request a callback.
The sooner you start planning with us, the sooner you can be living your dreams.
Please note that all client communications are being recorded.