EN
Helping to secure your financial legacy
Our experts are here to ensure that your plans align with legal requirements and best practices.
Succession Planning Solutions Tailored to Your Wishes
After working hard to accumulate your wealth, we understand how important it is to structure it appropriately. This ensures that as much of it as possible is passed on to your chosen beneficiaries, rather than being subject to inheritance tax.
In addition to having a Will that fully expresses your wishes, with the correct advice based on your personal cashflow, you may be able to take advantage of tax-efficient options, such as gifting or setting up a trust. For most clients, preparing for the distribution of their estate upon their passing is an important aspect of their financial plan.
Understanding that our clients want to maintain control and flexibility over their arrangements. At FairTrade IFA, putting the right succession strategies in place is central to what we do.
Get started today
Clear Inheritance Tax Advice
We understand how important it is to help our clients structure their wealth appropriately. Our team ensures a smooth and efficient transfer of your wealth to the people who matter most to you.
We understand there is a reluctance to plan for our own death, but as Benjamin Franklin said in 1789, “Nothing is certain except death and taxes.” If you don’t leave a Will, the law will dictate what happens to your estate according to a rigid set of rules known as the Intestacy Rules.
Our advisers will explain how gifting can provide a significant tax advantage. In addition to reducing the value of your estate, gifts made more than seven years before death can be exempt from Inheritance Tax (IHT). Gifting to charity in your will can also lower the value of your estate or reduce your IHT rate.
When planned correctly, some of your assets can fall outside of your estate and IHT liability. Our advisers will help you understand how passing on your pension plan or setting up a trust may provide you with the benefit of a tax-efficient transfer of wealth.
Be more than just a customer in 4 simple steps
1
Contact Us
Get in touch with us via phone, email, or our website. Our dedicated team is committed to providing a personalized service and comprehensive guidance from a dedicated adviser.
2
About You
After your free consultation, we will prepare a financial plan that aligns with your profile and goals. Our straightforward process ensures clarity and transparency, all fees will be fully disclosed.
3
At Your Service
When you are ready to proceed with your financial plan, we will begin the onboarding process. Your adviser and our team will keep you updated throughout the secure application process.
4
Ongoing Support
We will provide an excellent and professional service over the long term. You will receive support, updates, and periodic reviews ensuring your financial plan remains aligned with your goals.
The Benefits of Succession Planning
- You’ll get a full understanding of your financial requirements and the value of your estate.
- To ensure your estate is divided up as smoothly as possible as per your wishes.
- To minimise the inheritance tax burden of your loved ones.
- To enable conversations that can help your beneficiaries now and also help them plan for future.
Where Next?
Wealth Management
Comprehensive wealth management, focusing on forming strong and lasting relationships that support you in achieving your goals and financial wellbeing.
Pension Advice
Prioritising your best interests, advice on your pension will be clear, trustworthy and jargon-free, ensuring that what is best for you is central to what we do.
Investment Advice
Understanding and supporting our clients for the long-term, our team will help find the right investment solutions for you.
Retirement Planning
Putting your retirement needs first and understanding that a key aspect of retirement is being able to relax and enjoy the fruits of your labour.
Inheritance and Succession
Our experts are here to help guide you through this advice process and ensure that your plans align with legal requirements and best practices.
Migration Services
We partner with multi jurisdiction advisers to provide continued support and advice to our clients, wherever they are in the world.
Cashflow Forecasting
Our experts will help you understand your cash requirements, giving you the freedom to achieve your goals and make financial decisions.
Talk to an Adviser
Contact our financial experts today and get started with our inheritance and succession planning services.
