Passing on your wealth

Looking at your future needs and reviewing all of your assets, we can help you to plan the most effective way to pass on your wealth.

Planning for the future

We understand how complex and emotional the issues involved in passing on wealth to the next generation can be. We’ll review your estate, taking everything into account, including any properties, investments, businesses, and pensions to devise the most appropriate strategy to meet your needs. 

Knowing your options

Inheritance tax rates and allowances continue to change but we can help you benefit from available allowances, reliefs and exemptions to reduce the burden of tax on your estate. Reducing the size of your estate through spending and gifting to both family and charity can be a powerful way to lessen the burden of inheritance tax, but doing this takes careful planning. 

Timing it right

Understanding the theory is one thing, but knowing when to act is another. We can advise you on getting the timing right so it doesn’t disrupt your own goals and ambitions. We will work with you to make your wealth work hard for you and your family both now and in the future.

I’m ready to find out more

Find out how we can help guide your wealth journey, access further information, make contact and meet us in person.

1762 from RBC Brewin Dolphin

An exclusive service for clients with complex requirements, centred around the idea that no two clients are alike.

The value of investments and any income from them can fall and you may get back less than you invested.