If you’re thinking about legacies for children and other family members, our expert planners will help with all of the practical details in relation to investment structures, tax and timing and work in tandem with your other advisers.
Where specialist advice is required – for example, if you own assets across a number of jurisdictions – we’ll ensure it’s available.
But in our experience legacies are about more than just these practical and financial issues. We have been advising clients for more than two centuries, and working with many families for generations. The outlook of each generation may differ, but they are often rooted in the same values.
So when we talk to you about planning for your children and heirs, we will also bring our wider expertise from areas that may be of interest to you such as investing for social and environmental impact, and philanthropy.
Our focus is as much on safeguarding your family’s future, as it is on helping you create a legacy that will live on for generations.
Following the sale of a family-owned business, our client came to us for advice on estate planning and investment structuring. We helped them plan for the efficient transfer of wealth to their children and charity, while providing a high degree of flexibility and minimising complexity.
We recently started working with a couple who wanted advice on how to use their investments to fund their retirements. The couple hold assets in a SIPP as well as ISAs and taxable investment accounts.