Passing down and protecting wealth

Manage your money, protect those you love and plan for the future.

Preserve wealth for the next generation

Ensuring your wealth reaches your loved ones after you’re gone is a natural desire. Navigating inheritance and tax laws can be complex, but with a skilled financial planner by your side, you can ensure your assets are passed on efficiently and effectively.

We’ll work with you to structure your finances in a way that maximises the wealth you leave behind, ensuring your family’s future is secure while preserving your own financial independence and security.

We’ll help you answer these questions:

Can I reduce my Inheritance Tax liabilities?
Will my family be cared for when I’m gone?
How can I treat all my family fairly?
What legacy can I leave behind?
Could I benefit from setting up a trust?

How we’ll help you

Our primary focus is ensuring your wealth reaches the people you care about most. While minimising your Inheritance Tax bill is a crucial aspect, we go beyond mere numbers. We’ll delve into your values and aspirations, crafting a legacy that reflects your unique vision. Wills and trusts are just the foundation; we build upon them to create a plan that aligns with your deepest desires, whether it’s leaving a lasting impact through charitable giving or simply spending quality time with loved ones.

If leaving a lasting positive impact is important to you, we can explore opportunities for charitable giving, including contributions to our own Chesterton House Foundation. We can also help you discover fulfilling ways to give back while you’re still able, like volunteering or supporting causes close to your heart.

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Your long-term plan

Once your plan is in place, our commitment doesn’t end. We will be there as you progress through life and will always be on hand to answer any questions you or your family might have.

We believe in building lasting relationships, not one-off transactions. You’ll see the best results when you have a dedicated team focused on achieving your family’s long-term goals. We’re invested in your success and will be there to make any necessary adjustments along the way, ensuring you stay on track towards your vision for the future. This is financial planning at its finest.

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.