Estate Planning

Are you worried about the best way to pass your wealth on to your children? Or are you keen to leave a lasting legacy to be remembered by? Our advisers can help you put together a detailed estate plan to make sure the wealth you have accumulated is used exactly as you intend.

Estate PlanningHow We Can Help

Regular changes to taxation and tighter rules on the use of trusts have made maintaining the value of the estate you pass on to your loved ones increasingly complex over the last few years. Our team at Fyfe Financial can help you maximise the inheritance you are able to pass down and reduce your beneficiaries’ liability to inheritance tax on the proceeds. We will also forecast how any money you give away could effect your own lifestyle to ensure that you don’t pass on too much too soon and put your own welfare at risk.

In addition to maximising what you pass on to the next generation, we will also help you clarify what you want your money to used for such as specific educational or charitable purposes. In collaboration with local solicitors, our advisers can arrange the appropriate wills & trusts to ensure that your wishes are adhered to exactly as you intended and create a lasting legacy for when you’re no longer around.

So however you would like your wealth to be passed on, get in touch with Fyfe Financial to put the right foundations in place.