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.
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
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.