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, succession planning and tax planning and trusts are not regulated by the Financial Conduct Authority.

Testimonials

"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."

Wealth management for today, tomorrow and generations to come

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Trinity Lifetime Partners Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Trinity Lifetime Partners Ltd is entered on the Financial Services register (https://register.fca.org.uk/s/ ) under reference number 616281. Registered in England & Wales No.: 08871854 Registered Address: 3rd Floor, 5 Royal Exchange Buildings, London, EC3V 3NL. The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit financial-ombudsman.org.uk.