Estate Planning

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. Taking action to ensure your future tax burden doesn’t compromise your own financial freedom or the security of your dependants.

We work closely with a trusted network of solicitors and specialist advisers, providing 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, but important, conversations going and facilitate all planning.

At the heart of your planning, your AIMS lifetime cash flow model gives you a virtual view of your current and future asset and inheritance tax positon. It tracks all gifting and helps you decide how generous you can afford to be with yourself and others.

Read our client stories to find out how we have helped people like you protect what they have worked hard to achieve and provide for those who rely on them.

Meet our clients

Carolyn & Simon

Carolyn & Simon

on planning for the future
Mark & Gemma

Mark & Gemma

on financial freedom
Steve & Chris

Steve & Chris

on taking time out
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