A guide to wealth preservation and wealth transfer

Wealth Management and transfer

Welcome to our Guide to Wealth Preservation and Wealth Transfer.

The ongoing coronavirus (COVID-19) pandemic has served as a reminder of the importance of planning for the future and
having your affairs in order. When you’ve worked hard and invested carefully to build your wealth, you want to look after it. That’s why it’s important to plan for your wealth preservation and the eventual transfer of that wealth.

Wealth preservation and the transfer of your wealth is not just for the super rich. It is essential for anyone who wants to ensure that their loved ones benefit from their inheritance and are not
burdened by it.

The accumulation of your assets and wealth will have come from hard work and determination. So protecting this is essential.

Our guide to wealth preservation and wealth transfer covers a range of topics including:

  • Preserving your wealth for future generations
  • Inheritance tax
  • Lifetime transfers
  • Protecting your assets for the next generation

Download our guide

Preserving your wealth and transferring it effectively is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation. To discuss your situation, please contact us.




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