Personal

Pass on your wealth

Passing on your wealth to the next generation is a key financial consideration as you grow older. You will have worked hard to accumulate and protect your wealth over time so you will be keen to pass it on to your beneficiaries in the most efficient way.

Our experts will create a bespoke estate-planning strategy that balances the funds required to support your own lifestyle with the options available to transfer your assets to the people who matter most to you.

We are on hand to guide you through the methods available to optimise the transfer of your wealth to your beneficiaries.

Our advisers have expert knowledge of the tax regime and the planning opportunities available to help ensure that your recipients benefit fully from your bequest and no unnecessary tax falls due.

Please follow the links to read more about inheritance tax and estate planning.

For more information about our services, simply complete our enquiry form, send us an email or call our Cambridge office on 01223 720208 or our Norwich office on 01603 692732.

We take the time to understand your underlying objectives and help you reach your financial goals
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