Passing on wealth.
Begin planning your legacy today.
While retirement is for enjoying life, estate planning now can make a big difference for your loved ones later. You want to ensure that any assets you’ve built up over your lifetime aren’t subject to Inheritance Tax – or liabilities are at least minimised – so your loved ones, and causes that matter most to you, benefit from your estate as intended.
By reviewing your wealth and going through the process with a financial planner, you can consider the needs of your loved ones and how they can benefit not just in the future, but during your lifetime.
Supporting you through every decision.
Know where you stand.
To build a financial plan that works for you and your family, we must understand your financial position and everyone’s circumstances. We’ll listen to your family’s goals, how you want your wealth to be passed on, and address any concerns you have about transferring that wealth.
Explore your choices.
During our conversations, we will discuss the different ways to pass down your assets and determine which is the right path for your family; whether through gifting, trusts, passing on property, or family investment companies. If equity release is an option you’re considering, we will work with the PIA Mortgages team to guide you through your choices.
Smart tax solutions.
Inheritance Tax (IHT) is one of many factors you must consider when passing on your wealth. Your family may be liable for this when you pass away, and with the ever-changing laws, it’s important to work with a financial planner to make informed decisions and ensure that more of your assets go to your loved ones.
Complete family support.
We understand the importance of supporting not just you, but your children and grandchildren. Our goal is to smoothly transfer your wealth, so your loved ones are taken care of when the time comes. We focus on building long-term relationships and can continue to provide your family with the same level of care and expertise after you’ve passed away.
How we’ve helped our clients…
Read real client
experiences
You can also benefit if you’re…
Our financial planning service is designed for people at varying stages of life, and we tailor our process to your unique needs.
Production