Wealth succession

Our unique combination of financial and legal services…

Wealth succession planning involves the formulation of a financial strategy to ensure that your assets go to the right people at the right time.

An effective intergenerational plan can not only protect your family’s wealth, but it can also significantly reduce inheritance tax, probate fees and other related costs.

Our dedicated experts at Progeny offer advisory services to clients. Using a range of tax structures available to us, we can create a family distribution strategy and clearly record your objectives and values in relation to your family wealth.

We address a range of issues including, although not exclusively:

  • When is wealth to be distributed and for what purpose?
  • Who would you like to be involved in decision making?
  • Who would you like to benefit, and are there any exclusions?
  • How do we best prepare your family for the opportunities and challenges that inheriting this wealth can bring?

We ensure our plans are adaptable and bespoke to your family’s needs. This can help you to build the safeguards to ensure that your legacy continues to benefit future generations.

If you would like to speak to our team of Chartered financial planners to discuss your succession planning, please do get in touch.

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The Financial Conduct Authority does not regulate income tax planning, will writing or inheritance tax planning.

This communication is not investment advice. The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.