Smart family wealth preservation solutions
Family wealth creation is extremely important not only to support your own lifestyle for the rest of your life but also to preserve it for successive generations – this is the real creation of Family Wealth.
Our Wealth Preservation service is designed not only to help save Inheritance Tax but more importantly bloodline protection is used to ensure that your Family Wealth is preserved for your children and successive generations in a tax efficient way. The Smart Estate Planning services utilises trust based solutions and family investment company structures to help protect and preserve Family Wealth for future generations.
We’ve helped generations of families handle their business matters, getting to know them and their companies in order to provide truly tailored advice. Ensuring a smooth transition to the next generation is paramount and we have extensive succession planning experience, which extends to the use of Family Investment Companies as a tax efficient way of passing wealth down the generations.
Find out more
For more information on how our Wealth Preservation service can help you, please contact us or complete and submit the form below.
Click play on the video below to learn a little bit more about how to preserve your wealth.
Thank you for the great help and support you have given us and especially our late mother. It was all so complicated, but you really understood our situation well and went out of your way to find what really were ‘smart’ solutions for us, from the setting up of the family trusts, inheritance tax, investments and of course probate. You also have an excellent network of experts and we were very happy with all your recommendations from specialized investment advisers to legal services. Sanjay we are very grateful for all you have done for us in what were very difficult times – we hope we can count on your support and ‘smart’ solutions for years to come.
My wife and I have known Sanjay not only as a friend but also as our financial advisor for over 40 years. He has without doubt made a fantastic difference to our lives having always managed our financial affairs with such amazing results even in the most difficult of times.
Under his guidance, we have recently revamped our wills in order to save some inheritance tax and as important less hassle for the family when one/both of us
move on!We both cannot recommend Sanjay enough for someone who always finds time to discuss our humble affairs and to whom we will be forever grateful.
Thank you Sanjay for all your support, not only in setting up our Family Trust and LPAs but your input and advice with respect to our Personal Finances and recommendation to an IFA.
We are certainly feeling reassured and have that peace of mind that through yourself we have been able to organise our finances, make informed decisions which impacts us during our life time but also our children, post our death.
Will certainly continue to recommend your services.
Family business strategy
Business funding solutions
Business succession strategy
Business wealth management
Professional Partners
