Legacy & Estate Planning in Manchester

Planning for the seamless transfer of your family’s property and real estate assets requires a thoughtful and strategic approach. As the custodian of these assets during your lifetime, it’s essential to ensure that they are passed on to your children and loved ones in a tax-efficient manner after your death.


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What is Inheritance Tax?


Years combined wealth tax experience


Compliance with legislation

Intergenerational Planning

Intergenerational planning involves creating a financial strategy that extends beyond your immediate needs, ensuring benefits for your family members as well.

This approach to financial management can help secure a prosperous future for your children, grandchildren, and even great-grandchildren. By integrating intergenerational planning into your financial strategy, you create a legacy of financial security and stability.

A well-structured intergenerational plan can significantly reduce the tax burden on your estate. By utilising various tax-saving strategies, such as gifting assets during your lifetime or setting up charitable trusts, we can minimise the taxes your heirs will have to pay. This ensures that more of your hard-earned wealth is preserved for your family.

Family Tax Planning

Family Tax Planning

Family tax planning involves a thorough examination of your family’s tax situation, encompassing income tax, capital gains tax, and inheritance tax. By proactively managing these areas, you can ensure tax efficiency and safeguard your family’s financial future.

Family tax planning is more than just filing your annual tax return. It requires a detailed assessment of your current and future tax liabilities. This process includes analysing income tax, capital gains tax, and inheritance tax to create a comprehensive tax strategy that benefits your entire family. This proactive approach helps in minimising the tax burden and ensuring that more of your hard-earned money stays within your family.

Inheritance Tax Planning

Inheritance tax planning is crucial for individuals and families who aim to manage and minimise the tax burden that arises when transferring assets and wealth to loved ones after passing away. By implementing effective strategies, you can ensure that your your loved ones inherit the highest amount possible, all while mitigating the effects of taxation.

Without proper planning, a significant portion of your estate could be lost to taxes. Effective inheritance tax planning allows you to:

  • Maximise the value of your estate: By reducing the tax liability, more of your wealth can be passed on to your heirs.
  • Ensure financial security for your loved ones: Proper planning ensures that your beneficiaries receive the assets and financial support they need.
  • Preserve family harmony: Clear planning can prevent disputes among heirs, ensuring a smooth transfer of wealth.
  • Fulfill your wishes: Ensuring that your assets are distributed according to your desires is a crucial aspect of estate planning.

Family Wealth Transfer

Family Wealth Transfer

Wealth transfer is a complex and multifaceted process that requires careful planning and consideration.

By understanding the importance of timing, utilising effective strategies, navigating family dynamics, and addressing legal and tax implications, you can ensure a smooth transfer of your assets to the next generation.

What’s the process?

Trust. Plan. Deliver.

You tell us your best outcome and we’ll aim to deliver it, tax-efficiently. That’s the key to maintaining your legacy intact. It’s not about a comfy relationship with existing advisors, who can’t afford to lose you, which likely compromises advice. For effective legacy planning you need a faster horse!

For each of us, our time will expire, but our legacy doesn’t have to..

What our clients say

In almost twenty years of working for us they have acted with honesty and integrity as one of our trusted advisers. We are always treated as important and nothing is too much trouble

John Reilly, Managing Director

John Reilly (Civil Engineering) Ltd

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Safeguard your legacy and secure your financial future today by partnering with a chartered financial planner. Benefit from expert guidance tailored to your unique needs and goals.