Protecting wealth for your loved ones
You’ve created a great life for you and your family. So wouldn’t it be good to know that can continue for them when you’re no longer around? With some careful planning now, you’ll be able to protect your wealth and have the peace of mind that your loved ones are financially secure, whatever happens in the future.
What we do
We’ll help you decide who should benefit from your estate when you die, and who you’d like to take charge of matters. And if you haven’t got a will, we’ll help you get that in place too.
You’ve worked hard for your wealth. So we’ll help you pass as much of it as possible on to your loved ones, through intelligent planning and a clear understanding of the Inheritance Tax rules.
From advice on managing the cost of care home fees, to setting up trusts or donating to charity, our team is here to explain it all and make the whole process as simple and straightforward as possible.
We Need To Talk About Inheritance Tax
Many people fall into the trap of thinking that they’re not wealthy enough to worry about Inheritance Tax (IHT). But it’s a situation that’s catching out many families – from all different walks of life.
At Wealth Matters, we don’t want to see that happen. That’s why we’ve produced this simple guide to help you understand if your estate falls into IHT territory. And if it does, what you can do to pass more of it on to your loved ones – and less of it to the taxman.