Legacy Planning

Abundance for the next generation.

For many people, leaving a legacy is what has driven them to be successful during their lifetime.

We work with you and your heirs to agree investment goals and strategies to preserve your wealth into the future. Studies have shown that 60% of an estate is usually lost by the second generation and 90% by the third. Educating your heirs about how to maintain a sound financial philosophy can prevent this from happening, allowing you to guarantee future prosperity for your family.

We will provide advice about how to take advantage of social capital legacy and charitable gifts to minimise the inheritance tax which will be levied on your heirs.

We can also help you make philanthropic donations. Your wealth has the potential to help other people and institutions. We can advise on how to make your money go further and reduce tax implications.

Contact Elliot today on 01438 740074 to discuss how we can help you.