Pass it on
You’ve worked hard to build up your business, bought a nice house and have got some savings tucked away. When the time comes, you’ll want to pass the wealth you’ve accumulated onto your loved ones – and we’re guessing that’s not the taxman!
With our finger on the pulse of the ever-evolving laws, regulations and tax changes around inheritance, we have the knowledge and expertise you need to make that happen.
Plan for peace of mind
No matter how straightforward or complex your family set up, it makes sense to have a will in place. Not only will it make life simpler for your loved ones, but it will also mean your money can pass to them much sooner – and that’s crucial if there are bills to pay.
In the same way, estate planning can protect your assets and minimise the inheritance tax your beneficiaries have to pay. And with property prices rising all the time, the value of your estate can exceed the safe limit without you even realising it.
By your side
Throughout your life we’ll be there, constantly checking that all of your affairs are in order. And it’s good to know that even when you’re no longer around, we’ll be there to support your loved ones with practical help and advice.
From dealing with your estate, releasing assets or advice on what to do with their inheritance, we’ll guide them every step of the way.
For busy people running businesses, there’s lots we can do to help. To start with, we can ensure that whatever happens to you or a key partner, there are plans in place so the business can continue to run and thrive.Find out more
If you think tax is something you talk to your accountant about, not your financial planner, you’re not alone. That’s how it’s often been, but it doesn’t have to be that way.Find out more
Savings & Investments
The days of just putting your money in the bank and hoping for the best are long gone. To get a good return today, you have to be a bit more creative.Find out more