Lifetime planning is one of the biggest investments you can make – not only for yourself, but your loved ones as well.
We believe that everyone should be able to plan for the future they want: for themselves, their family, or anyone who’s important to them. Our legal and financial experts are best placed to work closely with you to consider all your options so you can look ahead with certainty - knowing you’re looking after those that matter the most.
Our legal and financial experts can help you plan for the moments that matter.
We've created some helpful guides to help you and your family plan for the future.
Supporting You And Your Business
In This Guide
You’ll learn about protecting your business and your wealth, ensuring that your legacy will continue to support you and your loved ones. You’ll also get advice on:
- Understanding your current financial position to shape your future plan
- Planning for a smooth transition into retirement
- Setting realistic long and short-term aspirations for your business
- Making the most of tax reliefs to mitigate the tax burden for you, your business, and any potential investors
- Ensuring you have the correct paperwork in place for business affairs, and aligning with your personal plans
- Leaving a legacy to be proud of, seeing your business thrive as you pass over control to the right hands.
Download your guide
Supporting You And Your Family
In This Guide
You may want to help your children with a deposit for their first home, contribute towards their wedding or start a business, or you might want to leave a gift to your grandchildren. Whatever you want to do future planning is one of the biggest investments you can make – not only for yourself, but your loves ones as well.
Download your planning for the future guide
Supporting Your Elderly Loved Ones
In This Guide
As your loved ones grow older, it becomes increasingly important that you consider how they’re going to be supported in later life, they may need to move into care, or they may need additional support if they stay in the family home. Our free guide brings to light the often-overlooked financial and legal issues that families face as parents get older.
Download your later life planning guide
Mini Guides
Working with our experts we’ve put together mini guides that will help you or a loved one better prepare for the future:
Want to speak to an expert?
If you or your family want specialist advice on planning for the future, our experts are on hand. You can get an initial consultation where:
- We’ll call at a convenient time for you
- We’ll find out more about your goals and aspirations for the future
- We'll talk through how we can help you set a plan
- There's no obligation to work with us and the initial call is free.
To speak to an expert about planning for the future, call us on 0330 8088 816 or contact us online and we'll call you back.
