Legacy Planner – Securing your legacy
Take some time to plan for what happens after you pass away – we have a created the Legacy Planner, an easy to complete document which serves as your comprehensive financial and estate inventory.
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Inheritance Tax in the UK: What You Need to Know and How a Wealth Manager Can Help
Minimising Inheritance Tax is a hugely important part of keeping wealth within the family, but it is imperative that plans are put in place as early as possible.
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UK Wealth Management for Business Owners: Succession & Exit Planning
Succession and exit planning are vital aspects of wealth management for business owners in the UK, helping ensure a smooth transition, maintain business continuity, and protect accumulated wealth.
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The UK’s Generational Wealth Transfer 2025: Boomers Passing Trillions to Millennials and Gen Z
Over the next two decades, an estimated £5.5 trillion is set to pass from Baby Boomers to Millennials and Gen Z – who are increasingly seeking financial advice to navigate the complexities of inheritance tax and estate planning to effectively preserve this wealth.
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