Removing any potential obstacles
You’ve spent your whole life saving to leave behind money for your children, grandchildren or philanthropic causes. As you know, passing on wealth isn’t as straightforward as it initially seems, and it goes beyond making a will. Inheritance Tax liabilities can stand in the way of your hard-earned money reaching your family, and without effective succession planning, they will receive far less than intended.
Working with a specialist planner
Our job is to help you work out the most effective ways of doing this while also prioritising your own life goals and the things you want to do in life while you are still here.
We are very experienced in this area and use modern cashflow planning software to help you visualise and take control of this.