Whether it’s passing wealth onto a loved one or supporting others that are close to your heart, we help to ensure the sustainability of the next generation’s finances.
Leaving a legacy
It can be unnerving to picture the world after you’re gone. No one wants to leave their loved ones behind. But there are certain steps you can take to help ensure they are looked after.
Receiving a legacy
Receiving an inheritance often comes with an overwhelming sense of responsibility and a desire to make the most of what you’ve been given.
Gifting your assets
With careful planning, you can maximise the benefits received by a loved one or favourite cause while also reducing your estate for inheritance tax purposes.
Capital at risk. The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.
Investment management, tax and financial planning
We can help you take care of your finances, and ensure you make the most of your money today with the support of our wealth management experts.