Protecting wealth, enhancing futures.
For families through the generations
Leaving a financial legacy
For most of us, wealth doesn’t happen overnight. And when you’ve worked hard to build a steadfast financial present, it’s important to secure the future of your – and your family’s – wealth. As well as retirement planning advice, we can help start the conversation around asset transfer, inheritance tax planning and family trusts. We’ll answer sensitive questions with clarity: how much can I afford to gift, how can I plan tax efficiently, and is my will comprehensive and clear? And we’ll bridge the gap between all parties involved, shaping a personal financial strategy that builds confidence. So your wealth lives on, for generations.
Dedicated wealth planning
We take a proactive approach to wealth planning, working holistically across trusts, gifting, insurance policies, pensions and inheritance to future proof your entire estate. Our timely recommendations are backed by detailed analysis and smart modelling. So you can make informed, data-driven decisions about how best to manage your estate now, and for the long term.
Wealth management services for families:
ESTATE & INHERITANCE TAX PLANNING
SCHOOL FEE PLANNING
WEALTH SUCCESSION & GIFTS
The Financial Conduct Authority does not regulate Estate and Trust Planning or tax planning. Investments carry risk.