OUR EXPERTISE: Wealth Succession

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. We help you to build the safeguards to ensure that your legacy continues to benefit future generations.

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

Case studies

Wealth Sucession

A married couple, with two children, needed assistance with their financial planning. The family are UHNW with assorted business interests across various jurisdictions, where wealth preservation and control was important to them.

Details