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
  • Gifting
  • Trusts
  • Inheritance Tax (IHT) planning and mitigation
  • Making a will

*These activities are not regulated by the Financial Conduct Authority’

For more information on how we act on behalf of our clients, our payment structures and terms please read our Client Agreement and Value & Service Proposition