Passing on your wealth

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You’ve worked hard for what you have - make sure it’s passed on the way you wish

Gifting your wealth to loved ones could be one of the most rewarding things you can do. There's nothing quite like knowing your family can achieve their dreams or live comfortably thanks to you. However, giving away assets requires careful planning. When done right, it can help reduce your inheritance tax bill.

Conversations about money can feel uncomfortable or even taboo within families, but having open, honest discussions and a clear plan in place can make all the difference.

Whether you're leaving an inheritance or sharing your wealth while you're still here, we'll work with you to create a plan that provides peace of mind for both you and your loved ones.

We can help you:

Minimise inheritance tax
Open up the conversation about your future wishes with your family
Plan for the life you want in retirement

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Pass on your wealth, support your loved ones future – how we can help

Using Trusts for inheritance tax planning
Trusts can be a powerful estate planning tool, giving you flexibility and control when passing on your wealth for future generations.

Inheritance tax
Make sure that more of your hard-earned money ends up in the hands of your loved ones, rather than the tax office, with smart and proactive inheritance tax planning. By planning, you can protect the wealth you've built and ensure it's passed on to those who matter most.

If appropriate, we can refer you to our partners who can support with…

Wills

One of the best things you can do for your loved ones is to have an up-to-date will. This ensures your wealth is passed on to the right people and may help reduce the chances of family disagreements. We can assist you in setting up a will by introducing you to one of our trusted partners.

Estate administration service

Our partner, Lloyds Bank, can take care of administering your estate when the time comes—from securing property to rehoming pets—relieving the burden on your loved ones during an already difficult time and providing them with peace of mind.

Power of Attorney

If you reach a point where you're unable to make decisions for yourself, it's crucial to have someone you trust to act on your behalf. A Power of Attorney provides peace of mind, knowing that the right person will be there for you—just make sure you choose who it’ll be while you're still able to make decisions yourself. We are here to assist you in setting up a Power of Attorney by connecting you with one of our trusted partners.