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.