You’ve worked hard to build up your business, bought a nice house and have got some savings tucked away. When the time comes, you’ll want to pass the wealth you’ve accumulated onto your loved ones – and we’re guessing that’s not the taxman!
With our finger on the pulse of the ever-evolving laws, regulations and tax changes around inheritance, we have the knowledge and expertise you need to make that happen.
No matter how straightforward or complex your family set up, it makes sense to have a will in place. Not only will it make life simpler for your loved ones, but it will also mean your money can pass to them much sooner – and that’s crucial if there are bills to pay.
In the same way, estate planning can protect your assets and minimise the inheritance tax your beneficiaries have to pay. And with property prices rising all the time, the value of your estate can exceed the safe limit without you even realising it.
Throughout your life we’ll be there, constantly checking that all of your affairs are in order. And it’s good to know that even when you’re no longer around, we’ll be there to support your loved ones with practical help and advice.
From dealing with your estate, releasing assets or advice on what to do with their inheritance, we’ll guide them every step of the way.
To arrange a meeting with one of our advisers, call us on 020 3772 0700. Or send us your contact details and we’ll get back to you.
Wealth management pulls together five different services and we take all of these into account when putting together your very own tailored plan. Or, you’re welcome to tap into each of these services on their own, if that suits you better.
If you think tax is something you talk to your accountant about, not your financial planner, you’re not alone. That’s how it’s often been, but it doesn’t have to be that way.
We love pensions. They’re a brilliant, tax-efficient way of getting a future income, but they’re also so much more.
From experience, we know that when business planning is involved a more holistic approach is called for.
The days of just putting your money in the bank and hoping for the best are long gone. To get a good return today, you have to be a bit more creative.