Preserving your family inheritance
If you’re looking to protect your wealth for future generations, we’ll help you to decide on your goals and work together to put a plan in place to achieve them.
How we’ll work together
Financial matters are always so unique to every individual, so we like to initially meet in person so we can get to know you. We’ll discuss your current financial situation (reviewing any existing policies you may have) along with your aims and ambitions.
Following our meeting you’ll receive a report detailing everything we’ve discussed, including our recommendations. We’ll identify and offer recommendations in respect of areas where IHT planning could help to mitigate liabilities including, but not limited to, the establishment of appropriate Trusts and/or assurance polices. Once we’ve agreed on a course of action, we’ll implement the plan by preparing any applications forms and meeting with to complete them.
We’ll assist you in the utilisation of appropriate reliefs and exemptions, and you’ll receive ongoing analysis and support as requested.
“In the 8 years I’ve been with the Wealth Experts, I’ve been able to discuss major financial decisions in person with someone who knows me and gives me meaningful insight.”