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What will your legacy look like?

May 2022 

Welcome to a Guide to Estate Preservation. This is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation.

This subject doesn’t only aspect the very wealthy. Inheritance Tax, in particular, is becoming more of an issue for many of us due to rising house prices and complex family situations. Making provision for your loved ones is an essential part of managing your estate and assets. When you have spent an entire lifetime building up your personal wealth, you’ll want the comfort of knowing that upon your death your estate will pass into the hands of your chosen beneficiaries and not into the hands of the government.

If you do not plan properly, a significant portion of your wealth could be paid over to the government in Inheritance Tax. With professional financial advice and the correct estate preservation planning, we can help ensure that your loved ones are provided for after you die. 

Without a proper plan, your family could be left with nothing but debts and expenses. Estate preservation planning gives you peace of mind knowing that your affairs are in order and that your loved ones will be taken care of after you are gone, especially important for those who have a significant amount of assets



​For all your financial planning and investing needs, or to find out how we can help you make the most of tomorrow by planning today, please contact us on 01473 408422

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