Sharing Family Wealth

Over the coming years, more and more money will be passed down through the generations – although recent reports suggest that as many as 50% of families don’t discuss how and when this may happen and therefore fail to plan effectively for succession.

"There are many complexities around this area, which is perhaps one of the reasons why so many shy away from making such decisions"

Tax is one of the biggest concerns for passing on family wealth and many are not aware of the main taxes, the reliefs available and the solutions available to assist in planning an effective succession of their wealth to their family.

We work with a wide range of professional advisers such as lawyers and accountants as well as private individuals, to deliver wealth planning and investment management solutions to a diverse range of clients.



Throughout the year, we run a number of short wealth succession seminars across the country which are designed to bring your attention to some of the issues raised above and how to effectively plan for the succession of your wealth to your family.

Our latest 'Sharing Family Wealth' seminars are:

Poole – Tuesday, 31 October 2017 

Bristol - Friday, 1 November 2017

Manchester - Thursday, 9 November 2017

Tunbridge Wells - Thursday 9 November 2017

Milton Keynes - Thursday, 16 November 2017


If you would like to attend one of our seminars above, please let us know your preferred location and the number of attendees, including any guests you'd like to invite.

Reserve your place


To find out more call us on 0800 877 8866