Passing wealth to future generations

The global pandemic has encouraged many families to review their own estate plans.

Steve Wright, our Estates Director, explores what to consider when passing wealth to future generations.

In recent weeks many clients have been in touch to discuss re-structuring their estate plans – with a specific focus on ensuring that cash and assets can be passed on tax-efficiently. Although most people have some form of planning already in place, such as a Will, the pandemic has prompted a check on whether things are up-to-date and tax-efficient.


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