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What happens to your money after you are gone can be difficult to contemplate and even harder to discuss, particularly when family is involved. Estate planning is often considered one of the most challenging areas of wealth planning, as it is where different emotions, values, and expectations can collide.
Our approach
You should start talking about passing on your wealth as early as possible. That way you can begin to organise your assets in good time.
At every stage, we will be with you to help you strike a balance between gifting and retaining control of your wealth, so that you will be financially secure in later life.
Before deciding on the next steps, it is crucial that you establish your current position and evaluate what income and assets you need to retain.
Whether you settle on supporting the family or pursuing a philanthropic path, our team can help you crystallise your thoughts and ensure your wealth is passed to the right people at the right time.
Estate planning is best approached as a continuous process. So, it is vital that you regularly review your plan to make sure it reflects any changes in your circumstances, as well as keeping up to date with the latest laws and regulations.
With us, you always have a relationship manager on hand to help you consider the options for reducing Inheritance Tax (IHT). Additionally, our experts can work with your existing professional advisers, including solicitors and accountants, or introduce you to our trusted network.
A tailored approach will be of the greatest benefit to you and your family. Our experts talk in a language that you will understand, giving you clarity on what will happen to your wealth far into the future.
Whatever your family situation and changing needs, our well-informed strategies will result in a plan you can trust and feel comfortable with.
What clients say
These video testimonials and our glowing reviews on VouchedFor, the UK’s leading independent review site for financial professionals, are evidence of the high standards we strive for.
Catherine and Paul
Pre/post-retirees wanting clear, trusted retirement planning
Keith and Ken
Professionals/business owners needing strategic financial and retirement advice
Stephen and Debbie
Retirees seeking proactive support and security
Simon and Michelle
High-earning professionals building and protecting family wealth
Nico
High-net-worth individual wanting stress-free, professionally managed investments
960%
would recommend us to family, friends, or work associates.
950%
believe working with us has helped or will help them achieve their financial objectives.
950%
are very satisfied that we understand their needs and objectives.
You must have confidence and trust in your adviser. After a number of false starts with rogue people, I have found Anne McClean, who fits my requirements perfectly. For more than 10 years, she has advised and guided me well through money matters, and does it with careful consideration and kindness.
Christopher H., retired vet
We are delighted, and relieved, that our portfolio is back in the capable hands of Anne McClean. Over a number of years, we have built a strong relationship based on professionalism, approachability, and trust. Anne has in-depth product and market knowledge, and her dedicated approach will continue to serve us well.
Charlotte W., owner of legal services firm
OUR PEOPLE
