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Wealth Preservation

Wealth Preservation

All too often, a lack of effective estate planning results in delays in releasing funds and difficult family decisions regarding where that capital is best distributed - more painful than that, is the taxman taking a very large cut of the total value.

As property values have increased over the generations, tax is becoming more and more of a real issue to the average person.

Even if you feel that your estate is not large to worry about inheritance taxation, the peace of mind of knowing your affairs are in order and will not be delayed by the process of probate is normally enough reason to act.

You may even be an owner of a business and in the prime of your life. When the unexpected happens, not preserving the value of your hard earned business asset can not only affect family, but also fellow owners and employees.

Our Solutions

Estate planning is essentially making arrangements to pass assets to the people you wish to receive them either during your lifetime, or on death. As Financial Planners, 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.

When it comes to setting up Trusts many people are put off as it can be quite a daunting prospect, not to mention the complicated paperwork involved. Our job is to help solve all our clients' situations as simply as possible, by making sure we look after you first, then the best way to distribute any assets. We will deliver the right solution to you and your loved ones.

We are able to use our expertise alone, or in conjunction with other professionals such as accountants and solicitors with whom you may have existing contacts.

Our role is to help

  • Ensure you do not lose out unnecessarily to tax, by using legal structures designed to protect your estate (e.g. wills)
  • Make sure you do not ‘miss the boat’ on any time sensitive allowances that are only available each tax year (e.g. inheritance taxation gifting)
  • Have peace of mind that you and your loved ones will not have to pay unnecessary tax or lose money, when you pass on the wealth you have created
Download Guide to our Services


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