Planning and advice
Your vision may be one of wealth preservation for your family or a landmark contribution to society — or both. Whatever your aspirations, we are here to help you shape a legacy that has the potential to endure across generations.
Advice and product fees may apply.
We help you determine the role you want your wealth to play — within your lifetime and beyond.
Our estate planning specialists collaborate with you on all aspects of succession, from the strategy and practical steps behind transferring your assets to navigating family dynamics.
We also have a highly experienced philanthropy team who can help you contribute positively to the wider world by supporting the causes you care most about.
Secure the smooth transition of your wealth, business and values to future generations. We help you clarify your strategy and craft a comprehensive estate plan that helps protect assets while preserving your legacy.
A carefully considered, up to date Will is by far the most effective way to ensure your wealth is passed on precisely in line with your wishes.
Our bespoke Will writing service sees our experts crafting a detailed, comprehensive document that accurately reflects your priorities.
They understand all aspects of Wills — including how to use them to protect your family, for tax planning or to support a charity.
Robust protection measures could offer peace of mind, helping to shield you, your family and your business from unforeseen challenges.
Our discreet protection specialists collaborate with a carefully selected panel of insurers to create an insurance package tailored to your needs.
We can also help you structure your wealth appropriately for greater peace of mind, and advise on extremely effective financial tools such as trusts.
Preserving your wealth for future generations requires careful planning — particularly when it comes to inheritance. Knowing when and how to pass on your assets can make a significant difference in ensuring your family benefits in the most tax-efficient way.
Our specialists guide you through the complexities of inheritance planning, crafting a preservation strategy that reflects your values and long-term intentions.
From lifetime gifting to the strategic use of trusts, we make you aware of the full spectrum of options, empowering you to make informed, confident decisions.
Philanthropy reflects a profound commitment to shaping a better world — a legacy of purpose that transcends wealth.
It involves bringing together your resources — your money, time and expertise — to help solve society’s most pressing problems. It’s an incredibly powerful way to explore what you want your wealth to stand for over the long term.
We could help you explore your values, interests and passions around giving, and build a meaningful philanthropic strategy that aligns perfectly with your principles.
