Planning your family’s wealth
As a family business, we know how important it is to look after one another, both now and in the future. We help families protect what matters and safeguard for tomorrow.
Securing your family’s future
Planning for the future can be complex, particularly in terms of transferring your wealth. When you add a large family of multiple generations into the mix, things can get even harder! We provide specialist intergenerational financial planning that helps families grow and protect their wealth for years to come.
We’ll work with you to understand what’s important to your family, then build a financial plan designed around helping you achieve those things. Through careful planning and preparation, we’ll help you enjoy life today, safe in the knowledge that your family (and your wealth) is in good hands for tomorrow.
Here’s how we will help
Intergenerational planning
We specialise in financial planning that takes the whole family into account. We encourage you all to be involved in the process – young and old – so that everyone can feed into the plan and make decisions that work for you as a whole.
Estate planning
Through a carefully planned Inheritance Tax strategy, we can help you protect your family’s wealth for generations to come. We’ll help you avoid unnecessary tax burdens and other potential pitfalls so that more of your estate goes to those who matter.
A joined-up approach
We will work alongside your accountants and solicitors throughout the process, ensuring a joined-up financial planning approach that considers any other structures your family may have in place.
Confidence for the future
The earlier you start to plan, the more confidence you can have going into your future, safe in the knowledge that your family’s wealth will be looked after in a way that works for you.
The Financial Conduct Authority does not regulate Tax Planning or Estate Planning.
