Succession & Inheritance Planning

Succession and inheritance planning is the process of preparing for the transfer of your assets, wealth, and business interests to the next generation or your chosen beneficiaries. Our service includes a detailed analysis of your financial situation, the development of strategies to minimise Inheritance Tax, and the creation of wills and trusts to ensure a smooth transition. Our advisers provide ongoing support and advice, adapting your plan as your circumstances change.

Back view of embraced grandparents enjoying while looking at their family on a field in autumn day.

Why You Should Focus on Succession & Inheritance Planning

  • Preserve Your Wealth: Effective planning helps ensure that a significant portion of your wealth is preserved for your beneficiaries, rather than being diminished by taxes and administrative costs.
  • Minimise Inheritance Tax: With strategic planning, we can help you minimise the impact of inheritance tax on your estate, allowing more of your wealth to be passed on to your loved ones.
  • Will planning- Ensure Your Wishes Are Honoured: A clear and legally binding plan ensures that your assets are distributed according to your wishes, reducing the potential for disputes among your heirs.
  • Provide Financial Security for Your Family: Succession and inheritance planning helps secure your family’s financial future, ensuring that they are well provided for in your absence.
  • Protect Your Business: For business owners, succession planning is crucial for ensuring the continuity and success of the business after you step down or pass away. We help you create a plan that identifies and prepares successors, ensuring a smooth transition.

 

  • Life Assurance
  • Pensions
  • Savings and Investments
  • Wills
  • Protection
  • Long-Term Care
  • Trustee Investment Planning Services
  • Corporate Investment Planning