It can be difficult to find the right balance between enjoying your wealth now and setting some aside to pass on to your family and loved ones. What will your legacy be?
Many people have financial plans or investments in place for retirement, but planning for the future of your money is not the same as planning for the future of your wealth. Most importantly, the longer your legacy, the less you will be able to predict the habits of future generations. A legacy plan helps you position your wealth in such a way that your descendants understand the ethos and values that went into building it, and your intentions for its lasting impression.
Legacy Planning can help you answer key questions that will prevent issues in the future, such as:
- Who do you want to receive what?
A clear plan can prevent disagreements and further costs surrounding the inheritance of your estate. - How to leave the maximum possible behind?
Work out the true value of your assets and prevent unexpected tax implications. - What do your loved ones need?
By laying it all out, you can make sure you can provide appropriately for everyone and design financial vehicles to support their individual circumstances.
Our Legacy Planning process is designed to define, create and implement a wealth plan for your future generations that is consistent with your values and wishes. Having created your wealth and protected your financial assets, the next step is to prepare your beneficiaries to receive their inheritance and in doing so, create a lasting legacy.
Our team takes the time to discuss and understand what’s really important to our clients, including their knowledge, wisdom, values and beliefs. Talk to us today about creating a legacy plan for your wealth.
Taxation Advice is not regulated by the Financial Conduct Authority. Tax treatment is dependent on individual circumstances and may be subject to change in future.
Why choose Temple Row?
The best people
Our team have expertise in all aspects of Wealth Management. We will work hard to protect your wealth and maximise the value you and your family get from it.
Core values
We have a set of values that are present in everything we do. They ensure we put our clients first and provide a transparent service tailored to your individual needs.
WOW Process
Our proprietary process gives us a deep understanding of your personal circumstances and helps us to continually match your goals to your risk and returns.
Relevant insights
Interested?
We’d happily talk through our offering and guide you through our personal approach to Legacy Planning.
Temple Row Wealth Management Ltd is an Appointed
Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, firm Reference Number 197107. Temple Row Wealth Management Ltd is registered in England & Wales under Companies House number 11969768.