Passing on wealth
Succession planning to protect your legacy
Everyone wants to pass on as much as possible to their loved ones or chosen charities. With the right planning, you can minimise
Inheritance Tax (IHT) and help to ensure more of your wealth is passed on.
You can be sure that the right people benefit in the right ways. That your wishes will be granted after you’ve gone.
For more information, read 'Your Essential Guide to Passing on Wealth'.
Your succession plan
Family wealth management takes care of your wishes and your loved ones
When you’ve worked hard to build up your wealth, you want peace of mind that you can pass this on to your loved ones. There’s a lot to think about, especially if you have a complex estate. Who should it go to? And when? Is it sensible to pass on wealth during your lifetime?
What’s more, are you making the most of the tools available for wealth transfer? Have you made the most of your annual allowances, including those for making gifts? Doing so can make a significant difference to your financial legacy.
What does our guide cover?
Talking about wealth and succession planning with loved ones can be an emotional subject, but it can also be a positive conversation to have. And it’s never too early to start talking and planning. That’s why we’ve created ‘Your Essential Guide to Passing on Wealth’ — to help you understand your options and provide you with everything you need to have conversations with your family. When you’re ready to talk to us, we’ll help you build a tailored plan that gives you peace of mind.
Our guide gets to the heart of the matter, including:
- Important questions to ask yourself
- Inheritance tax and estate planning
- Tools for passing on your wealth.
Investing puts your capital at risk. Tax treatment depends on individual circumstances and is subject to change. Lending is subject to status.
Download our guide to learn more about what’s involved in succession planning
Explore the different ways to pass on your wealth tax efficiently and maximise its value for your beneficiaries.
Discover important questions to ask yourself when deciding what you want your legacy to be and how planning can help you achieve that.
Understand the value of your estate and tax implications of passing on wealth at different times.
Learn why you need a Will and Lasting Power of Attorney to protect your wealth, yourself and your loved ones.
"Brown Shipley has a gift for making complex financial matters easier for me to understand, which I see as a great asset.”
General client feedback - Ms Rowe, Brown Shipley Client
How Brown Shipley can help preserve your legacy
As tempting as it is to put things off until later, we know from experience that it pays to start talking about planning as soon as you can. There’s a lot to think about when you have a larger estate.
It all starts with a conversation with one of our experienced Client Advisors. We listen, and learn about your family, your finances, and your wishes.
Once we understand what you want to achieve, we will create a tax-efficient wealth transfer plan that’s tailored to your circumstances and financial objectives. Then we start putting it into action.
We have years of experience in succession planning for high-net worth individuals. Our expertise in tax-efficient wealth transfer could help to mitigate the amount of Inheritance tax on your estate. And it ensures your wishes will be respected after you’ve gone.
Get in touch with a Brown Shipley Client Advisor to learn more. Or complete the form below to receive your guide.
To become a client of Brown Shipley, you must have a minimum of £1m in investable assets.
Download Your Essential Guide to Passing On Wealth
We have years of experience in succession planning, helping a diverse range of clients pass on their wealth in ways that maximise its impact for family, friends and good causes. Complete the form below to receive your guide.
To receive advice and to become a client of Brown Shipley, you must have a minimum of £1m of investable assets.
Important information
- Investing puts your capital at risk
- The value of your investments and any income from them can go down as well as up, and you could lose some or all of the money.
- Tax treatment depends on individual circumstances and is subject to change.
- Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.