Transfer Wealth Efficiently

If you have generated enough wealth in your lifetime to be affected by Inheritance Tax (IHT), you may want to understand the best way to transfer your wealth to your loved ones as efficiently as possible, without leaving them with a potentially huge tax bill.

 

At Client Centric Wealth, we understand how important it is to leave a lasting legacy for your dependents and ensure that when the time comes, managing your affairs is as straightforward as possible.

 

The first step of transferring your wealth efficiently is to ensure you have a valid Will in place.  We can then assist you in understanding the different trusts, allowances and protections you can use to ensure as much of your wealth is passed on to your family as possible, both during your lifetime and after passing away.

 

If you would like to discuss your requirements for efficient wealth transfer, please call 01932 567079 to speak with our Independent Chartered Financial Planner or email contact@clientcentricwealth.com.

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Independent Chartered Financial Planning Services / Telephone: 01932 567079‚Äč / Email: contact@clientcentricwealth.com

Client Centric Wealth Efficiency Service Limited is authorised and regulated by the Financial Conduct Authority.  FSR number 705758.  

Registered in England and Wales. Company Number 08861465. Registered Office: Client Centric Wealth Efficiency Service Limited, 4th Floor, The Northern and Shell Building, 

10 Lower Thames Street, London, EC3R 6AF

Client Centric Wealth is a trading style of Client Centric Wealth Efficiency Service Limited

Investing carries an element of risk. The value of your investments and the income arising may go down as well as up and you may get back less than you invested. 

INHERITANCE TAX PLANNING, WILL WRITING, TRUSTS AND TAXATION ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.