Wealth succession planning to protect your legacy
By thinking about legacy planning now, you can help make sure your wealth is passed on to the people and causes close to your heart. Read ‘Your Essential Guide to Passing On Wealth – a Female Perspective’.
Passing on wealth
For many women, planning is about more than the numbers.
It reflects your independence, your priorities and the impact you want to have. With the right planning, you can minimise Inheritance Tax (IHT) and help ensure more of your wealth is passed on, to the right people, in the right ways.
The sooner you start, the more choices you have.
Our guide is one of the ways we support the women in our Beyond Value community. Joining gives you so much more than access to our guide. It opens up opportunities to connect, share perspectives and feel inspired.
Your succession plan
Family wealth management takes care of your wishes and your loved ones
When you've worked hard to build 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 with a complex estate. Who should benefit? 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?
Taking an active role in these decisions is one of the most empowering things you can do, even if you have a partner who manages the finances.
What does our guide cover?
Talking about passing on wealth with the people you love can feel emotional, but it can also be a positive conversation to have. And it's never too early to start.
That's why we've created Your Essential Guide to Passing On Wealth – A Female Perspective. It will help you understand your options and give you the confidence to start important conversations about your wishes. 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.
- IHT and estate planning.
- The tools available for passing on your wealth.
- Cashflow planning, so you can see your position clearly.
Investing puts your capital at risk. Tax treatment depends on individual circumstances and is subject to change. Lending is subject to status.
Access our guide to learn more about passing on wealth
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 thoughtful planning can help make it a reality.
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 Brown Shipley client feedback
How Brown Shipley can help preserve your legacy
Our experienced Client Advisors take the time to understand your family, your finances and what matters most to you. We'll then create
a tax-efficient wealth transfer plan tailored to your circumstances.
With years of experience supporting high-net-worth individuals and families, we can help you navigate the complexities of succession planning, mitigate IHT where appropriate and help ensure your wishes are reflected in the way your wealth is passed on.
Get in touch to learn more, or complete the form below to access your guide.
A community shaped by women, for women
We are creating a space shaped by you, designed to feel relevant, thoughtful
and valuable to the women who take part. A place to connect, share perspectives and feel inspired. The interests, ideas and experiences of our members will guide the themes, topics and conversations we explore, ensuring the community reflects what matters most.
The community will include:
- A network of like-minded women who value thoughtful conversation and connection.
- Interviews and discussions with leading women across business, culture, philanthropy and wellbeing.
- Female-inspired events focused on the topics that matter most.
- Opportunities to connect with women across the UK and the wider Quintet network, supporting collaboration, and learning beyond borders.
Join the Beyond Value community and access your guide
Your journey is unique. Your banking relationship should be too.
Our ‘Beyond Value’ community is designed for women with at least £1 million in investable assets, creating a space to connect, share and grow together. Complete the form to join our community and receive your guide.
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.