Making the right decisions is crucial to maximising and preserving your wealth.
Are you looking for an expert with robust resources to provide Inheritance Tax and Estate Planning Advice for you and your family?
Schedule a call with The Wealth Coach to find out what we can offer.
+ Understand how the rules apply to your situation
+ Get expert recommendations on how to pass on your assets in a tax-efficient way
+ Have greater control of how and when you pass on your wealth
Most people consider inheritance tax (IHT) to be a tax on death.
However, it can also affect you in your lifetime. Selling your business can drastically change how you structure your estate. Gifting into trust can incur IHT.
IHT can be a big burden for many people, not just those with large estates. Without the right planning, you could pass on just 60% of your wealth to your loved ones. They might even need to sell assets to pay the IHT. This could be especially distressing if the asset is the family business.
Our approach is to listen to what you want to achieve, then provide advice and solutions to match.
Our strength is the perspective we bring to our meetings. Sometimes people make the wrong decisions to avoid IHT and miss out on better alternatives to maximise and protect wealth.
If you are looking for open conversations and advice about IHT planning, we can help.
We are Chartered Wealth Managers, Chartered Financial Planners, and Certified Financial Planners. This is important as many advisers are simply regulated, sadly most are just salespeople.
We are independent for a reason. We are directly regulated by the FCA. Most wealth managers are not independent. Nonbiased advice is essential when dealing with IHT matters.
We focus on advice, not managing your money. The aim of most wealth managers is to collect client assets, it’s called Assets Under Management (AUM), which means the solutions are always linked to managing your money.
We use a subscription-based model for charging, just like Netflix or Amazon, as charging based on your assets is not fair to you.
We have designed our business model to be client-centric. We only work with families and people we like. Who have integrity and value long-term relationships.