Estate Planning
What we offer to support you with intergenerational wealth transfer planning.
Individual
For people managing their own savings and investments.
Professionals
For organisations and individuals who manage investments or savings professionally, including institutional investors and intermediaries acting on behalf of someone else.
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Risk warning
The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.