Estate Planning

Contemplating a time when you are no longer here is difficult, but ‘estate planning’ is an important part of any financial plan.  But as the saying goes ‘death and taxes’ are two certainties of life.

Passing your wealth to the next generation is a key financial consideration as you grow older. You will undoubtedly have worked hard to accumulate and protect your wealth over time so you will obviously be keen to pass it on in the most efficient way.

Our Wealth Managers have in-depth knowledge of the tax and planning considerations and can help you make the most of transferring your wealth to your loved ones and beneficiaries when the time comes.  We can create a strategy which balances the funds needed to support your lifestyle with the available options to transfer your assets to the people who matter to you – ensuring they benefit as much as possible from your legacy.

Past performance is not a guide to future returns. The value of investments can fall as well as rise. Investors may get back less than invested.