Wealth Management Planning & Advice
You’re thinking about the children & grandchildren. You want to make sure that they are well-provided for and that your assets go to the right people in the most tax-efficient way. You want to make sure that steps are taken to look after you when you get older too.
Key things to think about*
- Ringfencing assets for future care needs
- Inheritance Tax (IHT) planning and mitigation
- Making a will
*These activities are not regulated by the Financial Conduct Authority’