Related Links
Legacy Services
Thinking about your death can be a difficult subject, but it pays to make arrangements for what happens to your finances when you die, or if you are no longer able to take care of your own affairs.
Our complete legacy and wealth management service ensures that you decide how your affairs will be managed and that family and friends will be adequately provided for in the future.
We’ll also use our expertise and experience to ensure you and your family enjoy a financially secure lifestyle in your later years, including planning in advance for the costs of long-term care.
Our legacy services include:
- Working with solicitors for tax-efficient wills
- Planning for long-term care
- Inheritance tax planning
- Transferring assets, including property
- Trusts and gifts
- Life assurance – through Rickard Keen Financial Services or your own independent financial advisor – to cover tax liabilities
- Probate
- Professional executor and trustee services
We have produced a legacy services booklet, which people can use to help plan and document their financial position during their lifetime.
Existing clients can speak to their usual contact partner for more information. If you are not already a client, but would like to arrange a free, initial meeting to discuss how we can help you, please contact us or fill out the form below.