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

Brewin Dolphin

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. 

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.

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I am ready to start a conversation

Find out how we can help guide your wealth journey.

We will match you to the Brewin Dolphin office that is closest to your Post Code for your initial conversation.

Understanding your level of wealth will inform our conversation about which services would be most suitable for your circumstances.

Are you a Brewin Dolphin client?

We respect your privacy and take protecting it very seriously. We will only use your data in order to arrange a meeting to discuss your needs (as explained above) and as set out in our Privacy Notice. In keeping with our existing practice, we will never sell your personal data to any third parties. You can change your preferences for how we use your data at any time [by contacting your usual contact at Brewin Dolphin by phone, post or email]. Please allow 14 days from receipt of your information for any changes to be reflected across our systems. 
We respect your privacy and do not sell, rent or loan any identifiable information collected on this site. Any information that you give us will be treated with the utmost care and security. It will not be used in ways to which you have not consented.

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