Inheritance & Succession
Addressing every generation's needs
Having worked hard to build your wealth and gain your own financial freedom, you may start to think about the needs of upcoming generations. By getting to know you and understanding your family structure and objectives, we can begin legacy creation and succession planning through which your estate passes, inheritance tax efficiently, to your beneficiaries .
We understand the need to balance lifetime gifting and other commitments with your own requirement for financial security during your retirement years, bearing in mind long-term care needs.
We will incorporate these needs into your Trinity Financial Forecast, turning them into reality, without detrimental impact on your own long-term financial security.
Estate planning, tax planning and trusts are not regulated by the Financial Conduct Authority.
"Trinity asked me the right questions so that we could understand my risk appetite and how my wealth could be organised to deliver a prosperous retirement, but also guarantee my family’s financial security."
"I particularly liked the open, detailed, constructive and transparent approach, always supported by good documentation and sound advice. All in all, this is a very satisfactory arrangement which works exceedingly well for my and for my family."