Estate planning is not just about making a Will or minimising inheritance tax (although we often start there). It's about protecting your dependants from uncertainty and preparing the next generation to take on the responsibility of managing wealth.
Our integrated approach ensures that your estate planning reflects your overall financial planning goals and we make sure any action that you take to reduce your future tax burden doesn’t compromise your own financial freedom or the security of your dependants.
Working closely with a trusted network of solicitors and specialist advisers, we provide guidance on gifting strategies, the use of trusts, family investment companies, risk management and asset protection in a world where pre-nuptial and co-habitation agreements are becoming the norm.
We’re good at getting those awkward conversations going and facilitate all planning.
For those affected by bereavement or divorce, we offer the personal support you need to start again.
Give us a call to find out how we can help you today.