Inheritance Tax Planning

Managing your estate for future generations

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.

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“The team at Grosvenor have really helped us think through our options for different scenarios and created us a versatile financial plan.  Great practical and knowledgeable advice. Thank you.”

Gary, Hertfordshire

“Attention to detail and nothing is ever too much trouble”

David, London

“They have the ability to support me across an unusually wide breadth of services including estate planning. Fundamentally I trust GWM and I see this as a long-term relationship for my whole family”

Lucinda, Hertfordshire

“I feel empowered and more optimistic about moving on to the next phase of my life.”

Edwin, London

“Grosvenor were the outstanding exception in doing what they promised without fuss and within the timescale promised. 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

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