Preserving my estate

Preserving your wealth for the right time.

If you have accumulated wealth over your lifetime, you may wish to either benefit from that wealth yourself or preserve as much as possible to pass to your children or other beneficiaries.

You may also wish to consider who you would like to control your estate should you become unable to manage it yourself, due to ill health.

Our solutions include:-

  • Inheritance tax planning
  • Trust planning
  • Probate planning
  • Establishing Power of Attorney/Wills
  • Deceased estate advice in conjunction with other professional bodies, i.e. solicitors

Our wealth preservation specialists at WMG will help you to decide on the most appropriate strategy. They will work closely with you and use their extensive knowledge and experience to find the right solution to suit your requirements and circumstances.

To learn more about preserving your estate, contact us today.