Inheritance Planning and Legacy Creation
Would you like the taxman to be the main beneficiary of your wealth when you pass away?
Planning your inheritance to ensure that you can give your beneficiaries the bulk of the legacy you have created is a key area of financial advice. So often we work hard throughout our lifetimes for the benefit of our loved ones, only to find that when we want to pass our wealth on to others that they face a heavy tax charge to obtain your assets.
Whether you wish to retain your capital for your own use or pass it on in a tax efficient manner we are able to provide a host of options that will allow you to maximise the inheritance that you can leave to your loved ones from the legacy you have created.
- Whole of Life Protection
- Enterprise Investment Schemes
- Discounted Gift Trusts
- Utilisation of Available Allowances
The Financial Conduct Authority does not regulate taxation advice, trusts or will writing
Return to the Areas of Advice Page