Inheritance

The UK budget brings significant changes. Review our priorities for next steps and consult a professional to adapt your wealth strategy effectively.

How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.

Learn how whole of life cover can help mitigate inheritance tax and ensure effective estate planning for you and your loved ones.

Sarah Windsor-Lewis, Financial Planner, talks about how to manage an inheritance.

How you pass on your wealth and plan your succession can be, ultimately, the way you maximise and preserve your legacy. But it’s often a complex journey when walked alone.

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.