The Blue Book

Our ‘Blue Book’ is a personalised summary of all aspects of your family’s assets, liabilities, commitments and future objectives designed to help you cut through complexity.

The Blue Book provides you with a central overview of the distribution of your family’s wealth over a 5 to 25 year time horizon.

Why is this useful?

This includes:

  • an accurate picture of the stated worth of your family members and their related family trust interests, both personal and charitable – and the liquidity of these assets.
  • documentation of family wills to help you anticipate and plan for critical deadlines, tax and legal implications and the devolution of wealth.
  • available tax reliefs, including business and agricultural relief, pensions, EIS, VCTs, OEICs to help identify others.

Download an example summary of our Blue Book

 

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