Leave a legacy for those you love

As soon as you acquire any asset, be that a house or a pension, you should make plans for what will happen to these once you’re gone. Our team of expert wealth planners are ready to start that conversation to give you peace of mind. 

Help me plan my legacy

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If you have any questions around succession, estate and wealth planning, why not give us a call?

Telephone:020 7600 1660

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Never Too Early

What should I be aware of?

There are some common pitfalls made when embarking on estate planning:

  • Assuming you’re too young for estate planning
  • Writing your own Will
  • Writing off loans
  • Giving away assets
  • Withdrawals from pensions

Read how to plan for your loved ones

Baby boomers will be looking at whether they have sufficient income for retirement, possible care costs and how to pass down wealth to their children.

Watch our video to see Anna Murdock explain how our wealth planning services can help you.

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