Passing Down and Protecting Your Wealth

Helping you preserve your wealth and provide for those you care about — now and for generations to come.

Making Your Wealth Work for Your Family’s Future

Passing on your wealth to the people you love is important — but it can feel complex. Inheritance rules, tax considerations, and life changes all make it easy to feel uncertain about the best way to protect what you’ve worked hard to achieve.

That’s where Chesterton House comes in. We help families and individuals with significant assets organise their finances so wealth is passed on efficiently, supporting loved ones while keeping your own financial independence secure.

Questions You Might Be Asking:

How can I reduce the impact of Inheritance Tax?
Will my loved ones be cared for after I’m gone?
How can I treat my family members fairly?
What kind of legacy do I want to leave?
Would setting up a trust be right for me?

How We Help You

Our goal is to make sure your wealth ends up where it matters most — in the hands of the people and causes you care about. While reducing Inheritance Tax is part of the picture, we focus on the bigger goal: creating a legacy that reflects your values and wishes.

We take the time to understand what matters to you and build a plan that goes beyond the numbers. Wills and trusts are often just the starting point. Whether your priorities are:

Ensuring family members are looked after,

Supporting a cause close to your heart, or

Simply enjoying the time you have with loved ones,

…we’ll help shape a strategy that feels true to you.

For those who want to give back, we can explore options like lifetime gifting, volunteering, or contributing to a charity — including our own Chesterton House Foundation.

Book your free phone call today

Planning for Inheritance Tax

Many people worry about Inheritance Tax (IHT), and for good reason. Poor or generic advice can have a serious impact on your estate. At Chesterton House, we offer tailored strategies designed specifically for your circumstances. Our Financial Planners have decades of experience in IHT planning and understand the nuances inside and out.

Once your plan is in place, we continue to be by your side. Life changes, questions arise, and we guide you and your family through it all.

We focus on long-term relationships, not one-off solutions. With a team committed to your family’s ongoing wellbeing, you can be confident your wealth is working hard — today and for the future.

Why This Matters

We work with families and individuals who want more than simple advice. Our clients value:

Expertise in complex estates and tax planning
Guidance that aligns with their values and long-term goals
A trusted team who takes the time to understand their unique situation

Your financial house will be organised in a way that protects your wealth, supports your family, and gives you peace of mind.

Take the Next Step

Book a free, no-obligation conversation with one of our Qualified Financial Planners. We’ll explore your priorities, answer your questions, and start building a plan that ensures your wealth works for the people and causes you care about — now and for generations to come.

CISI Accredited Firm

Only a select few firms in the UK hold the prestigious title of Accredited Financial Planning Firm™ by the Chartered Institute for Securities and Investments (CISI). We are proud to be among them, a testament to our unwavering commitment to excellence in everything we do.