The Inter-Generational Wealth Protection Program
A program to help you preserve the value of your estate and ensure that it is passed on to your family in accordance with your wishes.
The Inter Generational Wealth Protection Program is designed to help you to protect your hard earned wealth. This is achieved by translating your wishes, and your children’s plans for the future, into the most beneficial structure to minimise tax and protect and distribute your wealth.
The Program will cover many areas and we normally work in conjunction with your solicitor and accountant to ensure that our advice is consistent with theirs.
The initial starting point is to assess the likely Inheritance Tax payable based upon your current assets, liabilities and existing Will and trust arrangements (if any). Having done this we then discuss with you what you would like to do to reduce any potential tax that would be payable from your estate. We are then in a position to advise what steps could be taken to reduce you tax exposure whilst at the same time providing for your spouse, partner, children and grandchildren.
This Program ensures that you have peace of mind in knowing that your wealth will be left to those that you wish to benefit, in the most tax efficient way possible.