Estate & Wealth Protection

Looking after what you love…

Protection is a multi-faceted issue. There are worst-case scenarios to consider, like long-term illness, or an inability to work. Putting the right insurance policies in place can give you peace of mind that your future, and that of your loved ones, is secure.

But there is also the looming issue of passing on your estate to future generations. Inheritance Tax (IHT) used to be a concern for the ultra-wealthy; now it is creeping into many more people’s financial lives. Prudent planning can make the difference to who benefits from your wealth: your loved ones, or HMRC.

We can help you with a comprehensively tailored plan that will protect your finances and your family’s future.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.