WTT WealthWealth planning focuses on structuring and building your wealth in order to transfer it to the next generation in a tax efficient manner. It is a combination of tax planning, wealth protection, estate planning and business succession planning.
Wealth planning focuses on structuring and building your wealth in order to transfer it to the next generation in a tax efficient manner. It is a combination of tax planning, wealth protection, estate planning and business succession planning.
WTT understands that, only by taking a co-ordinated approach to all of the above, can you ensure your wealth is passed on in the most effective way.
We will work with you to understand your current profile and your short, medium and long-term goals to ensure the correct structures are put in place to ensure you meet them. This can be done whilst working with your current financial advisor, or one trusted and recommended by us.
Our services include:
- Wealth review
- Trust Administration
- Will Writing and Review
- Inheritance Tax Review and Planning
- Estate Administration
- Family Company Governance and Succession Planning
- Charitable Gifts
- High Value Asset Acquisition
We offer an initial free no obligation meeting to review your current and future wealth needs and identify how we can reach your goals, from purchasing your first house to leaving a charitable legacy and anything in between.
Our team holds qualifications issued by the Society for Trust and Estate Practitioners (STEP) and are bound by the bodies Professional Standards.
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I admire you for your professionalism. It’s good having that go-to place for a second opinion, even if the message is not always what we would like to hear. Honesty is of utmost importance for building that trusted advisor relationship and you have stuck to your guns.