You have worked hard to build your wealth

There are many reasons to share money with loved ones; you may be in a position to help the next generation get started in life or may be thinking about long-term inheritance tax planning.

Lifetime gifting and trusts can play an important role when it comes to passing money on. However, passing it on to the next generation fairly, safely and efficiently takes skill and careful preparation.

There are different ways to do it - we can help you find the way that works best for you and your family.

Lifetime Gifting

Sharing in it's purest form. Giving away what you can afford to others.                                    

Find out more about lifetime gifting >

Lifetime Trusts

A powerful way to share your wealth while retaining an element of control over what happens next.

More information on lifetime trusts >

Book your free no-obligation consultation today.

Our experts can help you share your wealth in a way that works for you. 


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