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 Sure Your Wealth Supports Your Family’s Future

Passing your wealth on to the people you love is important — but the process can feel complicated. Between inheritance rules and tax considerations, it’s easy to feel unsure about how best to protect what you’ve worked hard for.

That’s where we step in. We’ll help you organise your finances so your wealth is passed on efficiently, supporting your family’s future 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 fairly?
What kind of legacy do I want to leave?
Would setting up a trust be right for me?

How We’ll Help You

Our priority is to help you make sure your wealth ends up in the right hands — and that it does so in a way that reflects your wishes and values. While reducing Inheritance Tax is part of the picture, there’s much more to it than that.

We’ll take time to understand what matters most to you and help you create a plan that goes beyond just the numbers. Wills and trusts are often just the starting point. Whether you want to make sure your loved ones are looked after, support a cause close to your heart, or simply enjoy the time you have with those around you, we’ll help shape a legacy that feels true to you.

If giving back is something you’re passionate about, we can explore options like lifetime gifting, volunteering, or contributing to a charity — including our own Chesterton House Foundation.

This is about more than just passing on wealth. It’s about making a lasting difference, in the way that’s right for you.

Planning for the Long Term

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

We believe in building long-lasting relationships, not just one-off plans. With a team committed to your family’s ongoing wellbeing, you can have confidence that your wealth is working hard — today and in the future. That’s financial planning at its very best.

Get in touch to arrange an initial conversation with one of our Qualified Financial Planners.

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.