You deserve the peace of mind that your hard-earned money is protected for future generations. We ensure your assets are left to those you choose and are tidy – providing clarity and security to those you leave behind.
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How we help
Estate planning
Careful planning can help you pass on more of your wealth without the burden of unnecessary tax charges. We will help you explore the possible current and future needs of your loved ones, and balance these with your own financial requirements. We will then create a strategy that ensures your assets are passed on at the appropriate time to benefit those in the ways you wish.
Inheritance tax planning
It’s our job to make sure your wealth safeguards the financial security of your family after you’ve gone. Our careful Inheritance Tax (IHT) planning ensures your loved ones aren’t left with less than expected. We will help you understand the complex laws around IHT, gifting and estate planning to help you maximise the assets that you pass down.
Planning your legacy
Over your lifetime, you have built your legacy. Now it is time to create a plan for how your wealth and assets will be distributed to your loved ones. We can advise you on how best to pass it on in the most tax-efficient manner – eliminating confusion and distress for your beneficiaries. We also help you with ethical investing or making charitable donations to causes close to your heart.
Please note
The rules around Inheritance Tax are complicated, so you should always obtain professional advice when considering your options. The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. The Financial Conduct Authority does not regulate taxation and trust advice, deeds of variation and will writing.
Investment Quorum
Unique, Boutique Wealth Management
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Investment Quorum Ltd is authorised and regulated by the Financial Conduct Authority.
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