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  • Succession: Your guide to passing on your wealth

Succession: Your guide to passing on your wealth

17 June 2024 in Inheritance, Wealth/financial planning, On-demand events

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.

Hayley Hamer, Financial Planner, tells us what to consider when planning to pass on our wealth.

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Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing. The tax treatments set out in this communication are based on our current understanding of UK legislation. It is a broad summary and cannot cover every circumstance and it does not constitute advice. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

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Hayley Hamer

Regional Head of Wealth Planning (South)

Hayley is one of our regional Wealth Planning leaders, with over 25 years’ experience in financial services. She advises on investments, pensions, inheritance tax/estate planning and financial protection and is a recognised specialist in dealing with vulnerable clients providing sympathetic yet practical support. She is also one of our Vulnerability Champions.


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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.