Generational Wealth Transfer

Inheritance Tax as ‘a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue” – ROY JENKINS MP

Inheritance tax planning can become a major part of your financial plan. Our financial modelling helps you know exactly where you stand, and the implication of a death on your estate. Most of our clients wish to leave their loved ones with much of their hard-earned wealth. We can help safeguard yours and your family’s assets through our generational wealth transfer planning

  • Wills and trust planning
  • Power of attorney
  • Lasting power of attorney
  • Probate service
  • Insurance