Managing wealth with your whole family in mind is a complex and often daunting task, requiring careful consideration of both current and future generations. Our Family Wealth Planning service is designed to simplify this process by providing tailored advice that aligns with your family’s unique goals and values. We take an intergenerational approach, recognising the importance of creating a cohesive strategy that aims to secure your financial stability and also the prosperity of your loved ones for years to come.

We offer a comprehensive suite of solutions to address the diverse needs of your wider family. From estate and legacy planning to tax optimisation and wealth transfer strategies, we help you navigate the complexities of managing shared assets, preparing for life transitions, and managing estate transfers across generations.

By working closely with you and your family, we aim to create a plan for wealth management that reflects your shared aspirations and looks to safeguard your legacy for future generations. Whether you're planning for education costs, retirement, or the transfer of family assets, our services aim to ensure every aspect of your financial affairs is in order and providing a solid foundation for the future.

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Family Wealth Planning Service Areas

Our family wealth planning services take in the following areas:

• Inheritance tax planning
• Tax effiencent retirement income generation
• Education cost planning
• Intergenational family business transfer
• Tailored portfolio construction

Need help with you Family Wealth Planning

Please contact us via the form below or by calling into the office and one of our qualified and regulated advisers would be very happy to have an initial discussion.

Disclaimer

This is for information only and does not constitute advice. The Financial Conduct Authority does not regulate estate planning or tax advice.

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