A guide to passing on wealth

31 August 2022 / Insight posted in Guide

You’ve spent a lifetime building your wealth, so you’ll want to make sure that it’s distributed according to your wishes. Planning ahead is key to minimising the tax your loved ones will have to pay, so they get the full benefit of your hard work.

It’s not always easy to talk about what will happen when you pass away, but being prepared and understanding the legal ramifications of your choices will allow you to plan for your family’s future.

By completing a Will and putting powers of attorney in place, you can make sure your wishes are implemented when you’re no longer here or no longer able to make your own decisions.

This guide to passing on wealth will give you an understanding of how you can plan ahead, but everyone’s situation is unique. A professional adviser will help you find the right path for you and your loved ones.

Read the guide

Get in touch

How did you hear about us?