Estate & Inheritance
Secure your wealth through inheritance planning
To ensure your wealth is preserved for future generations, it is important to protect your estate before it is too late.
A recent Sanlam report highlighted that over the next 20 years, we will see the largest intergenerational transfer of wealth, with trillions of pounds being passed down through generations. By engaging in planning and protecting your estate in advance, you can ensure that those you hold dear receive their rightful inheritance.
How we can help
The Wealth Consultant offers independent professional guidance tailored to your requirements, goals, and life-stage. We will help answer the key questions for estate owners and beneficiaries, such as:
How much can you inherit before paying tax?
What happens when you inherit money?
What is the best thing to do with inheritance money?
How do you manage inheritance money?
We understand that navigating the intricate world of estate and inheritance can be emotive, complicated and somewhat daunting for estate owners and beneficiaries alike. The Wealth Consultant aims to cut the complexities and provide you with honest, reliable and timely information.
Estate & Inheritance Tax Planning
Clients often report a lack of trust in traditional financial services whom they feel do not provide clarity on the estate and inheritance legalities. With extensive experience in the wealth management sector, we act with integrity to bring you closer to wealth managers who will professionally advise you on all matters relating to estate and inheritance. We will only connect you with wealth managers who will foster a professional trusting relationship with you, they will conduct their business with sensitivity and respect.
The time-consuming process of selecting a wealth manager can often leave clients feeling frustrated. We streamline that process by first, taking the time to learn about your current situation, plans and wishes. This enables us to connect you with industry-leading wealth managers who can manage your expectations and support you to achieve your overall objectives.
How we work
Our transparent and client centric process offers you peace of mind knowing that we use specialist industry knowledge to find the perfect wealth manager for you, free of charge!
Answer 10 simple questions about your situation and requirements. This will take no longer than 3 mins.
The wealth consultant will call you within 24 hours to clarify your details and discuss your matched wealth managers with you.
The wealth consutltant will introduce you to, and arrange a time for an initial call with, each wealth manager.
Dedicated Wealth Manager for you
Time to stop searching. Let The Wealth Consultant do the hard work for you. Get in touch today for a free consultation and digital introduction to the most appropriate wealth manager for you.