Once you’ve decided how your wealth will be shared, we’ll incorporate this into your plans and offer you advice that will support any distributions you wish to make.
If you’d like to make a financial gift to an individual or charitable organisation, we’ll advise you on the most effective way to do so. Alongside legacy planning, we’ll prepare for, and respond to, the possibility of illness and the need for long-term care.
Our specialist advice and planning for long-term care will help you prepare financially for this possibility.
At the heart of every wealth distribution strategy is the plan for transferral of assets, investments and personal items to organisations, charities and loved ones upon your death. We’ll help you prepare a thoughtful plan to ensure your peace of mind.
Some of our clients benefit from setting up Trusts for different wealth distribution purposes. Our expertise in this area will help identify the potential benefits of a Trust, define its role and work with the Trust going forward.
Investment strategy for trusts
We can help Trustees meet their responsibilities by tailoring the Trust investment strategy to the agreed objectives.