Family Financial Planning
Whether you’re building your family’s financial future, protecting what you’ve earned, or thinking about the legacy you’ll leave behind, we can help you create a plan that keeps your money working for the people who matter most.
Why it's important to have a plan
Family financial planning is about creating a long-term plan for your household’s money. It’s not just about growing wealth; it’s about making sure it goes where it is needed, when it’s needed, with minimum stress and maximum impact.
From protecting loved ones with life cover, to passing on wealth tax efficiently, to helping your children take their first financial steps – a financial plan can help get you there.
What we can do for you
Build long-term wealth
For your children’s future.
Navigate the child benefit cap taper
When your income exceeds £60,000.
Protection
For the whole family, to help ensure the bills get covered and your income doesn't disappear in the face of illness.
Plan
For giving the next generation a leg-up, whether that’s helping with a house purchase or paying for school fees.
Estate and legacy planning
To help you pass more of your money to your family, and less to HMRC.
Trustee and Beneficiary Support
We’ll help you choose trustees and set conditions so your inheritance lands where it should.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
