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Protecting your wealth

Passing on your wealth

There are many ways to plan during your lifetime to ensure your assets are used wisely, taking into account your lifestyle and your desire to leave behind a nest egg for future generations.

We can work with you and your solicitors to help plan your estate and make sure you are adequately covered. Our advice and recommendations will be based on those wishes, involving an assessment of whether you have the financial capacity to consider making gifts during your lifetime. We are highly experienced in balancing our client’s desire to pass on as much of their estate whilst retaining sufficient assets and income to live comfortably.

As part of our professional estate planning, our advisers will fully explain the types of trust and complex taxation issues; income tax, capital gains tax and inheritance tax are all to be considered. If your assets are illiquid you may also need to consider taking out a life assurance policy, written in trust to provide the funds to your executors to pay the Inheritance Tax bill on your death. Remember this has to be paid before your estate can be distributed.