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Pass On Your Wealth

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Making sure that you can pass on your wealth to the right people, at the right time, will be one of the most valuable things you can do for you and your family. Tax legislation and allowances are constantly evolving, so it is essential to review your financial and investment arrangements to ensure unexpected tax bills won’t jeopardise any wealth intended for your family.

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What Can We Do For You?

Overlooking tax implications such as

Inheritance Tax

could impact your family for generations, we are therefore advocates of sound independent financial planning so that you can legitimately reduce your tax burden, leading to more money going to your chosen beneficiaries instead of the government.

We will look at your whole estate and provide you with effective strategies that reduce your

inheritance tax liability

when you die by taking advantage of trust arrangements, considering alternative investment solutions or utilising gifting schemes so you can be assured that your wealth can be passed on to your family and future generations.

The Financial Conduct Authority does not regulate on Estate Planning and Tax Planning.

Inheritance Guide

Request your copy of our what to consider when you’re thinking about passing on your wealth guide which details 7 of the most important things to consider when you’re thinking about passing on your wealth. Successful inheritance planning means thinking about all areas and making clear decisions designed to satisfy your overall financial goals in life.



Areas of advice

Long Term Care Solutions

Long Term Care Solutions

Most of us will not contemplate the issue of how to pay for long term care until a relative has to go into a residential home...

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Later Life Planning

Later Life Planning

Our investment and tax planning services can help our clients leave a welcome legacy and later life planning can help ensure a client's family do not face unnecessary problems and upset at what would already be a very distressing time... 

Learn More

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To arrange a free, no obligation consultation or a call back from your Adviser, please complete your details and we will get back to you at the earliest possible opportunity. Alternatively contact us via:

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A member of our team will use the details you have provided to respond to your enquiry. 

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