Legacy and Succession Planning

Secure your legacy through succession plan management

Legacy and succession planning are essential for ensuring your business and wealth is passed on to the right people and protected from falling short of your wishes.

Through legacy and succession planning you can share your vision and formalise your future wishes for your business. However, when it comes to understanding the tax implications of transferring a business, we can put you in touch with an expert wealth manager.

How we can help

The Wealth Consultant offers independent advice tailored to your requirements, goals, and life-stage. We will connect you with a wealth manager who can answer key questions, such as:

How do I create a financial legacy?

How do I leave my financial legacy for my family?

How do I start a succession plan?

How can you avoid paying inheritance tax? 

We understand that navigating the intricate world of legacy and succession planning can be complicated and somewhat daunting for clients. The Wealth Consultant aims to cut the complexities and provide you with honest, reliable and timely information. 

Personalised succession management strategies

Clients often report a lack of trust in traditional financial services whom they feel do not provide enough clarity and guidance on matters of legacy and succession planning. 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 the legalities surrounding legacy and succession planning. We will only connect you with wealth managers who will foster a professional trusting relationship with you which will inspire confidence and bring you peace of mind knowing your affairs are in order. 

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 and future. 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 Consultant 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.

Achieve your financial goals by contacting The Wealth Consultant call +44(0)203 488 5668 or email [email protected]