The value of investments and any income from them can fall and you may get back less than you invested.
Creating peace of mind
Many people find the idea of discussing inheritance uncomfortable or wrongly assume that inheritance tax planning is complicated. Estate planning is put off until it is too late to make a difference. At Brewin Dolphin, we believe this is an opportunity lost. We can give you peace of mind of knowing that you have laid the firmest foundations for your family’s future.
A plan unique to you
By looking at your future needs and reviewing all your assets, including investments, property, businesses, pensions and life assurance, we can help you plan the most effective way to pass on your wealth. Our planners will build a tailor-made succession plan based on your individual circumstances to make sure the allowances work best for you.
For today and tomorrow
Lifetime gifts to family and charities can be a powerful way to pass on more wealth to your family. However, you don’t want to give away money that you will later need. Our planners can work with you to establish what you want to do with your money now and what you might need in the future. Once you have clarity about what you require, you can establish how much wealth is left to pass on to future generations.
Understanding your options
We can design an estate planning strategy that utilises trusts, life assurance and investment structures that reduce your tax burden legitimately and securely. Pensions are one of the most tax-efficient ways to pass on your wealth and we can work with you to incorporate them within a succession plan. Our experts can work with you to ensure you make the most of all the reliefs and exemptions you can.
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Find out how we can help guide your wealth journey.
We are bound to no corporate group, so offer unbiased recommendations from a broad universe of investment opportunities.