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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, as it is where different emotions, values and expectations can collide.
Our approach
It’s important to start talking about passing on your wealth as early as possible. That way you can begin to organise your assets in good time.
We will be with you at every stage to strike a balance between gifting and retaining control, so that you’ll be financially secure in later life. It is important to establish your current position and evaluate what assets and income you may need before deciding on next steps. Whether you settle on supporting the family or pursuing a philanthropic path, we can help you crystalise 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 and so we will 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. We are always on hand to help you consider the options for reducing inheritance tax (IHT). Additionally, we can either work with your existing professional advisers, including solicitors and accountants, or we can introduce you to our trusted network.
Over the years, we have learned a tailored approach will benefit you and your family. We talk in language that you will understand, helping you to understand what’s going to happen to your wealth far into the future. Whatever your family situation and future needs, we believe that our well-informed strategies will result in a plan you can trust and feel comfortable with.
It’s extremely important to 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
