• Generational Family Beach

Sharing your wealth through the generations

Over the coming years, more and more wealth will be transferred from one generation to the next although many families fail to discuss how and when this may happen.  

There are many complexities around this area, such as timing, the amount or the tax and legal implications, which is perhaps one of the reasons why many shy away from making such decisions.

Without careful planning, HM Revenue and Customs could be the main beneficiary of your estate after you have gone and rising property prices has meant that over the past few years, many more individuals have been subject to Inheritance Tax (IHT).

Tax is one of the biggest concerns when transferring wealth to the next generation. Many are not aware of the main taxes, the reliefs and solutions available to assist in this process.

"Our objective is to help you through today's complex financial world"

Other areas we can help you 

Our expert Wealth Planners

Whether your goal is retirement planning or protecting and preserving your wealth, our expert Wealth Planners will take the time to thoroughly understand your financial ambitions and goals, your attitude towards risk and any concerns you may have.

Your local WHIreland office

We can advise you on a range of wealth management and investment services. With a regional presence across the UK, learn more at an office near you.

To find out more call us on 0800 877 8866