We start by ensuring that you have a financial plan in place to help you to achieve financial independence yourself, if not already achieved, with advice then provided on:
- Passing on wealth to children without dis-incentivising their future
- Helping family get onto the property ladder
- When to start saving ahead of children’s school and university fees
- Life cover and planning for the unforeseen
- Financial implications of divorce including division of pensions and other assets
- Passing on wealth in a tax-efficient way and helping family with inheritance tax payments.