Passing Down Wealth
Providing expert guidance on effective wealth transfer strategies, ensuring your legacy is preserved and passed down smoothly to future generations.
Passing down wealth is more than just financial transactions — it's about preserving your legacy and ensuring your loved ones thrive. Our dedicated team of financial planners will guide you through each step of the wealth transfer process to ensure it is completed in the most tax efficient way and aligns with your goals.
It’s never too early to think about estate planning and what you would want to happen with your property, savings, and other assets after you’ve gone.
As soon as you have savings, property or other assets to consider and/or loved ones who would need looking after when you’re gone, it’s time to start thinking about a plan for your estate.
And with the everchanging rules and complexities around Inheritance Tax, getting sound advice on your options is critical.
It’s never too early to think about estate planning and what you would want to happen with your property, savings, and other assets after you’ve gone.
As soon as you have savings, property or other assets to consider and/or loved ones who would need looking after when you’re gone, it’s time to start thinking about a plan for your estate.
And with the everchanging rules and complexities around Inheritance Tax, getting sound advice on your options is critical.
Find out more today
Telephone: 0116 269 6311
Email: help@furnleyhouse.co.uk
or visit us: 340 Melton Road, Leicester, LE4 7SL
Alternatively, you can book an initial no-obligation
discovery meeting at a time to suit you.
The value of pensions and investments can fall as well as rise, and you could get back less than you invested.
