The Family Wealth Partnership
info@thefamilywealthpartnership.co.uk 01531 800 299

Preparing to leave
a legacy

As you settle into a more relaxed pace of life, it’s time to organise your estate and ensure you pass down your wealth effectively.

Crafting your legacy

You’ve successfully navigated the early phase of retirement, cherishing the memories created over over a lifetime without any regrets.

However, you’re beginning to find that your assets are no longer being drawn on as heavily as they once were. What happens now things are starting to slow down?

Firstly, you likely want to organise your estate to benefit your children and grandchildren. That’s a natural step. Yet, amid this, there’s a need to plan for potential long-term care expenses. It’s about finding a balance – ensuring your loved ones are cared for while safeguarding the legacy you want to leave behind.

You probably have questions like…

What are the most tax-efficient ways to gift assets to my family?

How can I prepare for potential long-term care expenses?

My assets are rising in value; what does this mean for me?

How do I structure trusts and wills?

How do I minimise the impact of Inheritance Tax?

The Financial Conduct Authority does not regulate Cashflow Planning.

This is what we do best

It all starts with cashflow planning

Cashflow planning isn’t just for people at the start or middle of their financial journey. Even when you’re leaving a legacy, we can still take you through the process. We’ll focus more on products such as trusts and how they can help you.

Invite children into the discussion

As a family business, we understand the significance of involving your loved ones in conversations. Intergenerational planning holds a special place in our approach and we want to foster open communication to reduce any difficult conversations.

Answer your questions clearly

We answer any queries you have, honestly and fully. We tell you everything you want to know and keep no secrets. Some financial planners speak in riddles, but that’s not how we like to interact with our clients.

Plan for long-term care costs

It's important to balance your current needs with what you might need in the future, which of course includes care costs. We take proactive steps to address these costs and ensure that you can navigate your later years with financial confidence.

Ongoing reviews to keep you on track

Every year, we’ll arrange a review to assess your plan and investment strategies to ensure they are still on course. Any change in your family’s circumstances? We'll update your strategy accordingly to keep things on track.

In our clients’ own words

Henry was honest in explaining our best options and he was extremely patient in waiting for the necessary documentation from players on our side. Other advisers we approached treated us like any other wealth management clients and offered only high-cost options without taking our needs into account.

Chris George

I had retired from corporate life and was looking for help with planning for retirement. Henry has a great breadth of expertise and a good sense of humour. He is also very well networked, which has been a big help when needing specialist advice.

Erik Schmidt

Henry was very knowledgable and professional. He understood our needs and we felt we were in good hands. We have now consolidated our various pension pots and have a strategy in place to maximise our pensions and savings for the future.

James Eades

Henry took a comprehensive look at my pension funds and how I might need to use them. He then advised on the best way to save and invest the money. He reviewed my pension funds and found the one best suited to merge various schemes and get the best outcome for retirement.

Alexis Fox-Mills

Let’s start a conversation about your future ambitions

There’s never been a better time to begin planning your financial future. Fill in the form to share more details about who you are and how you’d like us to help you.