Wealth transfer

Securing your family’s future

Focusing on your future means thinking about the legacy you want to leave behind. We can help you plan your estate to ensure your loved ones are secure, come what may.

Traditionally, the passing on of wealth took place when someone died. But with people living longer and families potentially having more than one generation in retirement, the timings and methods of passing on your wealth can be less straightforward.

How we can help you

Our Wealth Planners will work closely with you and your Wealth Manager to understand what you’ll need for your own future and your family’s specific circumstances.

They’ll review all your assets in order to provide tax-efficient estate planning that incorporates trusts, lifetime gifts, life assurance, pensions and inheritance tax strategies. Through their expertise and experience, you’ll be able to rest assured that the wealth you’ve achieved will support your family for generations to come.

Other wealth planning goals

Grow your wealth

Securing the future you want

Whether you want to grow your wealth for a retirement income or a legacy to pass on to future generations, we can help you set goals and achieve them.

Protect your wealth

Providing control and security

We know the future can’t be predicted, but it can be protected. That’s exactly what we do for you, and your wealth, through our range of services.

Things to consider

The value of investments can fall as well as rise. You may get back less than you originally invested.

Tax rules can change in the future and their effects on you will vary depending on your individual circumstances.

Ready to talk?

To help us put you in touch with the right team and the right services, we have two questions to ask you.

Do you live in the UK?
Do you have £5 million or more in investable assets?
Do you have £500,000 or more in investable assets?

Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

*Opening hours: Monday to Friday, 09:00 to 17:00 (excluding UK bank holidays).

Calls to 0800 numbers are free if made from a UK landline and international calls are charged at local rate, mobile costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.

Request a call back

We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

Visit Smart Investor

Given your circumstances, our Private Bank team will be able to better help you.

Private Bank

Our Wealth Management services are only for UK residents, so our International Banking team will be able to better help you.

International Banking