Intergenerational wealth transfer

It’s a common misconception that inheritance tax only affects the extremely wealthy. However, if you’ve been looking into inheritance tax you may have read about a threshold of £325,000 before tax applies. Anything you own above that value, could be subject to 40% tax.

Our goal is to help you align your financial future with your life goals. For us, success is a client who has clear lifestyle objectives and a financial plan to get them there.  We use advanced computer software to research, compare and select the most suitable options for you.

Understanding the current tax regime will help you plan effectively for the transfer of your assets when you die, ensuring your loved ones are taken care of. Our team will assess your individual circumstances and help you plan accordingly.

One of the most useful exercises you can do is to complete a financial passport. A financial passport allows you to capture all the essential information relating to your finances in one place. It will prove an indispensable reference resource for the management of your wealth and contains personal details that you will need to retain, so please remember to keep it safe. The document also sets out clearly for your loved ones, where everything financial can be found.

Please note: The Financial Conduct Authority does not regulate taxation advice.