Inheritance and succession planning

Protect your assets and distribute your estate in a way that ensures everyone is provided for.

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.

Sign up to our newsletter

Be the first to receive the latest updates and financial insights from the team.

    Contact us

    Our team is here to answer your questions. Get in touch today.

      You have voluntarily chosen to provide personal information to us via this website and you agree that your personal information may be used to provide you with details of products and services in writing, by email or by telephone. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.

      01928 378 024

      7400 Daresbury Park
      WA4 4BS