Leaving a lasting legacy is a goal for many people. Having spent a lifetime accumulating your wealth you want to ensure that it is protected and passed on to those that you love. Protection from unnecessary inheritance tax is a complex area but can be achieved through early, effective financial planning. Providing the gift of financial security to your children and grandchildren is a fantastic legacy and ensuring that gift is protected from divorce, bankruptcy and other life events is achievable through planning. We provide advise on all areas of estate planning including: tax efficient investing and the use of Trusts and Wills.
The tax treatment is dependent on individual circumstances and may be subject to change in the future.
Wills and Trust planning are not regulated by the Financial Conduct Authority.
