Start with your priorities
You may want to help a child buy a home, keep money available for care or leave a clear inheritance. The right plan starts with what you want your wealth to achieve.
Across generations
Make your wealth useful now, later and beyond your lifetime.
Family and legacy planning can help you support the people you care about, protect your own future and make your wishes clearer.
Balance giving with your own security
Before recommending action, we consider what you can afford, whether you may need access to the money later and how gifts could affect your tax position and long-term plan.
Bring the professional team together
Wills, trusts and complex tax matters need the right legal or tax expertise. We can work with your solicitor and accountant so each part supports the same plan.
Who this is for
Is this advice right for you?
Individuals and families considering lifetime gifts, inherited wealth, estate exposure, beneficiary choices or how to pass resources between generations.
See who we help →Important information
The Financial Conduct Authority does not regulate tax, trusts, will writing and some forms of estate planning. Tax treatment depends on individual circumstances and may change.
Your next step
Start with a conversation.
Tell us what you would like help with and what you want your money to make possible.