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Succession planning

It's your money; how would you like it to be used when you no longer need it?

Succession planning helps you to protect your family’s wealth and to ensure that it is passed on in the most appropriate way. This can include the use of particular investments, or of legal structures such as trusts.

There are tax aspects to consider; inheritance tax is due on the value of any assets which are not within one of the available tax reliefs.

There are also wider considerations: Who would you like to benefit from your money when you are no longer here? Do you wish to set any particular conditions on its use? 

We can help you think through these issue; ensure that your money is invested in the most tax-efficient way; and if necessary we can introduce you to specialist lawyers and tax advisors.

We’ll give you a written report - your Wealth Plan - clarifying what you need and explaining the best ways to achieve this. We go through this with you and when you're happy with it we'll put it into action for you. From then on, we keep it under review to check that everything is on track.

Click here to contact us or call 01732 758 655
Succession planning

The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.