Protecting your assets and wishes
We understand your desire to protect the wealth you have worked hard to build, and the need for it to fund your dreams, your lifestyle, and your legacy.
Your wealth adviser will work out how much money you’ll need for the rest of your life and how much you can afford to give away. They will consider lifetime gifting, post death legacy, including inheritance tax planning, and gifting plans. With your permission, your adviser will work with other trusted parties such as your solicitor or accountant, and any other key advisers you choose.