barn 1, great wincey farm,
brent hall road,
finchingfield,
essex
CM7 4JZ
we help you understand the hierarchy of planning objectives. the values you place on financial independence, family legacy and social capital legacy lays the foundation for all of your estate planning decisions.
we help you master the concept of social capital, which will help you redefine your wealth and its impact on society. social capital is the part of your wealth that will be distributed either as inheritance tax or charitable gifts.
wills and trusts describe how your estate will be distributed on your death. we help you create a family financial philosophy, a written wealth mission statement which expresses your values and goals as they relate to your estate and explains to your family why your wealth and assets has been distributed the way it has.
we can help you define and quantify precisely how much wealth you will need to achieve and maintain financial independence for the rest of your life.
commonly clients like to leave some part of their estate to family members or others who are important to them. because passing ‘value without values’ can be detrimental to heirs, it is important to examine issues related to inheritance and specify an appropriate amount for each.
we help you maximise the social capital legacy, whether in the form of inheritance tax or charitable gifts - decisions regarding the distribution of excess wealth become easier when they are value driven.
using the values and objectives expressed in the family financial philosophy mission statement as a guide, our team work collaboratively to recommend the best possible plan.
