Avoid paying tax again on wealth you’ve accumulated and been taxed on already!

Wealth Preservation

Wealth preservation through the generations and minimising the impact of inheritance tax (IHT) on their estate is an understandably key concern for our clients. We aim to remove any uncertainty by explaining regulations, reviewing any existing plans to ensure they are structured in the right way, discussing how investments and pensions work from an inheritance point of view and introducing what measures can be taken to be more efficient in this area.

Our team advise on:

  • Making use of exemptions and allowances
  • Gifting
  • Trusts
  • Whole of Life policies
  • Business Property relief
  • Preservation of income

The value of investments can fall as well as rise, you may get back less than you invested. 

The Financial Conduct Authority do not regulate estate planning and trusts.

Business Property Relief Schemes invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

Inheritance Tax & Estate Planning

Wealth preservation through the generations and minimising the impact of inheritance tax (IHT) on their estate is an understandably key concern for our clients. We aim to remove any uncertainty by explaining regulations, reviewing any existing plans to ensure they are structured in the right way, discussing how investments and pensions work from an inheritance point of view and introducing what measures can be taken to be more efficient in this area.

To read our guide on High Net Worth investment tax mitigation​, click the link below:

Contact us now & we’ll be ready to help!

If you have any questions, then please do not hesitate to send us a message and one of our financial advisers will contact you.

We’re delighted to announce that Quilter Financial Planning has achieved first place in the FTAdviser’s annual Top 100 Financial Advisers list.

We’re very proud of winning this award, which recognises not only the growth of our Network over the past year, but also our continued commitment to providing quality face-to-face advice.

We’ve always known that we have the very best advisers in the market – and we’re delighted that winning this award underlines that.

HALCYON WEALTH LIMITED (Financial Conduct Authority No. 758949) is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference 440703 and 440718. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.