WHY IS IT IMPORTANT TO PROVIDE A SUCCESSION PLAN FOR YOUR BENEFICIARIES?
Since the eleventh century, English knights headed off for the crusades and protected their land and estates by the use of trusts. This was done to ensure bloodline planning was in place, with their wealth and estates passing to their family.
Nowadays they still hold a lot of the same values, with bloodline planning. In today’s society, it is important to plan for the future. We work with you and a panel of IFA firms across the country who can give you advice in this area.
A good Wealth Preservation Plan will take into account lots of areas such as:-
- Estate and Asset planning
- Investment Planning
- Retirement Planning
- IHT Planning