We appreciate every client is unique, but when we talk to our clients about preserving their wealth one thing does come through again and again – the importance of planning your legacy early! As Financial Advisers and Wealth Managers, our job is to ensure that in the event of death, or serious illness, the right money goes to the right people at the right time.
All too often, a lack of effective estate planning results in delays in releasing funds, difficult family decisions regarding where that capital is best distributed having to be made, and more painfully than that, the fact that the taxman often takes a very large cut of the total value. Often the misconception is that this only affects the wealthy – as property values have increased over the generations, tax is becoming more and more of an issue for everyone.
Even if you feel that your estate is not of a size to worry about inheritance taxation, the peace of mind that comes from knowing your affairs are in order and will not be delayed by the process of probate is normally good enough reason to act.
Your wealth can have a massive impact beyond your lifetime. With foresight, you can ensure that this impact is as positive as possible. We can help you prepare for tomorrow by providing advice on:
- Estate Preservation
- Property Trusts
- Gift Inter Vivos
- Whole of Life Protection
*Trust and taxation advice is not regulated by the Financial Services Authority