“When You’ve Worked Hard to Build Wealth – Nothing Becomes More Important Than Knowing How to Keep it in the Family…”

Whether you come from a long line of wealthy ancestors – or you’ve worked hard to build wealth for yourself and future generations, knowing how to effectively safeguard that legacy is of paramount importance.

While ‘succession’ and ‘tax planning’ do of course come into the conversation, there are also other deeper – and sometimes thornier – questions that need to be considered.
Some of these might include:

“Should you treat your children equally - or should you help one child more if their siblings have less need for financial support?”

“What can you do to ensure that future generations don’t just fritter away all the wealth that you’ve worked so hard to create?”  

“Setting a plan up for your first grandchild is a lovely idea - but will you be able to afford to do the same for any more grandchildren that come along later? (And how will you - and they - feel if you’ve seemingly treated them unfairly through no fault of their own?)”

“How can you ensure that any money you gift to a child doesn’t get lost in a subsequent divorce?”

“What succession plan have you got in place to ensure that a family-owned business doesn’t suffer, should something unexpected happen to you?”

“Protect your legacy…”

Knowing what questions to ask is one thing – happily, we have plenty of experience under our belts to help you navigate your way to the right answers.

Call us on 01928 622328 and let’s have a chat…

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