Inheritance Advice

We spend our lives working to provide for ourselves and our loved ones. We may eventually own a house or flat (in the UK or overseas), shares, savings, investments as well as your personal possessions. All of these assets form your ‘estate’ and may be subject to tax on death.

Passing on your estate to loved ones in a controlled and tax efficient manner is a key objective within your Life Plan and an important part of our Wealth Management service.

We’ll help you to map-out the process from beginning to end, using a range of investments and trusts. We’ll explore with you the different options for passing on wealth depending on your intentions, the level of access you still require and the value of your estate.

We will explore some of the HMRC approved strategies for managing your estate and limit any taxes which may arise.

We can engage one individual, a couple or a whole family. It’s entirely your choice.

So, if you would like to discuss the possibility of becoming one of our clients, please get in touch. We look forward to welcoming you to Grosvenor Wealth Management.

If you are keen to know more – why not request a call back for a no obligation consultation.

Request a call back

Testimonials

We recently concluded a property purchase and that is why we encashed some funds. In the course of that transaction, we also dealt with other financial bodies and you were the outstanding exception in doing what you promised without fuss and within the timescale promised.

So this is just to say thank you very much for your help. After the sale of another property later this year, we look forward to reinvesting the money with you.”

Paul, London

Even though I shall be retiring soon the prospect of a retirement planning seminar didn’t excite me. I envisaged boring presentations about the complexities of pensions and how to eke out a living on one. I’m very pleased to say I was entirely wrong! Instead Barry delivered an engaging and relevant presentation about draw-down and annuities, income vs expenditure, taxation and much more and all of it interesting and without any technical jargon! Afterwards I feel empowered and more optimistic about moving on to the next phase of my life.

Edwin, London

Ben has been very helpful giving unbiased advice and making valid suggestions, and been a help when I started my business too. He has put me in contact with some other specialists that have been a great help too.

Lance, Hertfordshire

Attention to detail and nothing is ever too much trouble.

David, London

I find GWM to be really objective and am 100% confident that they always have the best interests of my family and I at the centre of any solution. They have the ability to support me across an unusually wide breadth of services including estate planning. I had a sudden family bereavement recently when I needed unbiased support and GWM over-delivered in every way, easing a difficult time for me. Fundamentally I trust GWM and I see this as a long term relationship for my whole family

Lucinda, Hertfordshire

Latest Newsletters

  • smartmoney newsletter

Smart Money March April 2020

Planning for Retirement Will my retirement income be enough to live on comfortably? Welcome to our latest edition. At the time of writing [...]

  • smartmoney jan feb 2020

Smart Money January February 2020

Financial Resolutions What does Wealth look like to you? Welcome to our first edition for 2020. Inside this issue, we feature articles covering [...]

Smart Money November 2019

Cultivate the art of patience Investment Objectives Welcome to our latest edition. Inside this issue, we look at a number of the topical [...]

Smart Money September October 2019

Retirement Resilience Taking the reins and having more control over your pension pot Welcome to the latest issue. At the time of writing, [...]

Smart Money July August 2019

Choppy waters, not full-on gale Wait for the bad weather to pass and stay on course. Welcome to the latest issue. Inside, you’ll [...]

Smart Money May June 2019

Inheritance Tax No longer something that only affects the very wealthy. At the time of writing this issue, the uncertainty around the terms [...]