Starting with your list of goals for you and your family, we will guide you through tax-efficient strategies to best pass down your wealth. If you are hesitant about gifting, we use cashflow modelling to determine how much you need for your future and how much you can afford to give away.
Your needs
Leaving a legacy
Whether your estate is large or small, you will still hold the same desire to pass down your wealth to future generations tax-efficiently.
That is why it is essential to create a well-thought-out plan for transferring wealth to your nearest and dearest, one that minimises taxes while ensuring your wishes are honoured.
Leaving a legacy
Would you like to...
Protect your inheritance for future generations?
Update your will or set up a trust?
Gift money now to your children while you are still here?
Ensure your assets are distributed according to your wishes?
Minimise the Inheritance Tax burden on your estate?
Leave a charitable donation as part of your legacy?
Use equity release to ease some of your worries?
Build and protect generational wealth
Our ultimate goal is to ensure you and your family feel confident that you have a clear plan in place to distribute your wealth, while securing your financial future for the years to come.
Real Stories
Our clients’ opinions matter
We work hard to provide exceptional service and we are proud of the trust our clients place in us.
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of clients would recommend us to their friends, family or colleagues
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of clients believe working with us has helped or will help them achieve their financial goals
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of clients were satisfied that we understood their financial goals and objectives
Your story
Your needs, our expertise
