For many of our clients, a key consideration is how they can pass on their wealth to their children and grandchildren. Usually, they don’t like the idea of 40% of their wealth going to the taxman.

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.