What is Wealth 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.

A full list of our services are listed to the left. Click through to read more.

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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Our team of experts are on hand to answer any questions you have. To see if we can help give us a call or enter your contact details below and we’ll be in touch within 24 hours.

I’m so glad I found WTT, it has been such a support and to now be in a position whereby we may have a plan going forward and if it fails we know what we are looking at come 2019 is like someone actually turning on that light at the end of the tunnel.  The tunnel may still be long, the light may shine brighter and dim at times over the coming months/years, but one way or another we will get to the end of that tunnel and come out the other side back into the sunshine.