You’ve worked hard to build and preserve your wealth, and you want to leave a meaningful legacy for your loved ones. Succession planning can be an emotional and highly personal subject, but in our experience, the sooner you begin to plan the better.

There are many ways to reduce Inheritance Tax and ensure that your assets can be passed onto your beneficiaries in a tax-efficient manner. Each of these comes with its own advantages and disadvantages however.

Henry, the founder of Golden Oak Wealth Management and our lead Wealth Manager, has years of experience in succession planning and helped many families build a succession plan that is bespoke to their needs.

You may be thinking…

What are the best estate planning strategies to ensure that my assets are distributed according to my wishes?

How can I minimise Inheritance Tax and other potential financial burdens for my beneficiaries?

What is the easiest way to pass on my existing pension plans to my loved ones?

What are the best strategies for gifting assets during my lifetime, and how can I take advantage of the allowances available to me?

What are the potential benefits and drawbacks of different types of trusts, and which one is most suitable for my specific situation?

How can I communicate my wealth transfer plan and intentions to my family members or beneficiaries in a clear or transparent manner?

If you would like to speak to a financial adviser about any of the above, please get in touch with us.

The value of investments may fall as well as rise, and you may get back less than you originally invested. Please note that the Financial Conduct Authority (FCA) does not regulate tax planning, estate planning, trusts or wills.

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