How can we minimise Inheritance Tax risks?
Family wealth and intergenerational planning
Preserving family wealth isn’t just a worry for the uber-wealthy or famous; it’s a concern that affects many families just like yours.
True wealth preservation goes beyond implementing strategies such as tax efficiency, gifting, or trusts. It also requires instilling a sense of stewardship in younger generations, ensuring they appreciate the legacy that has been built and are equipped to sustain and grow it for the future. At Hoe Bridge Wealth, we bring family values and financial decisions together.
If we find that you are likely to be liable for Inheritance Tax, we have a variety of effective and legitimate strategies to help minimise the amount, ensuring more of your wealth is passed on to your loved ones.
How can we preserve family wealth across multiple generations?
There’s nothing more powerful than a financial plan and clear communication within your family. We take the time to understand your goals for preserving wealth, get to know the needs of your family and can help to facilitate meaningful conversations, and then create a path to help you achieve your multi-generational goals.
Can you help facilitate meaningful conversations about family wealth?
Duncan will act as a facilitator for wider family conversations around wealth and family values. By working together, you will feel confident that everyone’s needs and motives are thoughtfully considered. Our approach takes into account the very personal dynamics of your family, your beneficiaries’ circumstances, and your broader goals.
If we find that you are likely to be liable for Inheritance Tax, we have a variety of effective and legitimate strategies to help minimise the amount, ensuring more of your wealth is passed on to your loved ones.
There’s nothing more powerful than a financial plan and clear communication within your family. We take the time to understand your goals for preserving wealth, get to know the needs of your family and can help to facilitate meaningful conversations, and then create a path to help you achieve your multi-generational goals.
Duncan will act as a facilitator for wider family conversations around wealth and family values. By working together, you will feel confident that everyone’s needs and motives are thoughtfully considered. Our approach takes into account the very personal dynamics of your family, your beneficiaries’ circumstances, and your broader goals.
We deeply value the power of a well-rounded education, and the earlier your children begin to understand their finances, the better. With Duncan’s background in education, he will confidently guide them to make informed financial decisions for their future.
It’s great you’re taking the initiative, but be aware of legal and tax implications, their needs, and respecting their boundaries. The best approach is to involve us early on, so we can work together to support your family effectively.
We’ve worked with clients in similar situations, so we understand the costs and support available. With many decisions to make, it can feel overwhelming, but we’ll guide you. We’ll explain your options, highlight the impacts, and ensure you feel confident in every choice.
We deeply value the power of a well-rounded education, and the earlier your children begin to understand their finances, the better. With Duncan’s background in education, he will confidently guide them to make informed financial decisions for their future.
It’s great you’re taking the initiative, but be aware of legal and tax implications, their needs, and respecting their boundaries. The best approach is to involve us early on, so we can work together to support your family effectively.
We’ve worked with clients in similar situations, so we understand the costs and support available. With many decisions to make, it can feel overwhelming, but we’ll guide you. We’ll explain your options, highlight the impacts, and ensure you feel confident in every choice.
The Financial Conduct Authority does not regulate Inheritance Tax planning.
We have the answers you're looking for
As independent financial planners, we do more than just look at your finances, we take in the whole picture of your life. Our role is to demystify the complexities, translating them into structured, coherent strategies tailored to your personal situation.
Together, we’ll turn your ideals into achievable goals, so you can embrace the journey ahead with peace of mind.
How your financial planning journey will work
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