What does a lasting legacy mean to you?

 

Talk to us to find out how we can help

Love And Legacy TS PNG

Transferring wealth

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.
 


 

Guiding Families Through Change

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.


 

Recieving A Legacy

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 Wealth

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.

 

Contact us

Nick Richards

Nick Richards

Partner, Investment management

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