Wealth transfer

Securing your family’s future

Focusing on your future means thinking about the legacy you want to leave behind. We can help you plan your estate to ensure your loved ones are secure, come what may.

Traditionally, the passing on of wealth took place when someone died. But with people living longer and families potentially having more than one generation in retirement, the timings and methods of passing on your wealth can be less straightforward.

How we can help you

Our Wealth Planners will work closely with you and your Wealth Manager to understand what you’ll need for your own future and your family’s specific circumstances.

They’ll review all your assets in order to provide tax-efficient estate planning that incorporates trusts, lifetime gifts, life assurance, pensions and inheritance tax strategies. Through their expertise and experience, you’ll be able to rest assured that the wealth you’ve achieved will support your family for generations to come.

Other wealth planning goals

Grow your wealth

Securing the future you want

Whether you want to grow your wealth for a retirement income or a legacy to pass on to future generations, we can help you set goals and achieve them.

Protect your wealth

Providing control and security

We know the future can’t be predicted, but it can be protected. That’s exactly what we do for you, and your wealth, through our range of services.

Things to consider

The value of investments can fall as well as rise. You may get back less than you originally invested.

Tax rules can change in the future and their effects on you will vary depending on your individual circumstances.

Ready to talk?

To help us put you in touch with the right team and the right services, we have two questions to ask you.

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