Passing an estate on to future generations is never simple. However, with careful planning and innovative thinking, our estate planning experts can help you to preserve more of your wealth for your dependants.
At Prosperitas Wealth Planning Limited, our specialist advisors provide estate planning advice that can adapt to changing circumstances, such as those caused by new or changing relationships, the arrival of children, future financial needs, pending retirement or issues surrounding advancing age.
Whatever your stage of life, and however you plan to manage your estate, we will conduct a thorough review of your assets and personal situation to formulate bespoke strategies to suit your immediate and future needs. Meaning you will not only be maximising the value of your estate, but also effectively protecting your assets, paying only what is necessary in income tax, capital gains tax and inheritance tax.