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Passing on your wealth

Enjoy peace of mind knowing your family will be cared for when you’re no longer around.

It is possible to care for your family when you’re no longer around. It sounds like a daunting prospect, but a discussion with your Quilter Cheviot Investment Manager could start setting your family up for future security.

What will Quilter Cheviot do?

Once we have reviewed your assets and circumstances, we will work with you to find the most effective investment plan.

Having worked hard to create your wealth it is natural for you to want to pass it on to the next generation. If you choose to set up a trust, we are able to invest those funds too. 

Will my family be provided for in the long term?

This depends on a number of factors: when you invest, the level of risk you are willing to take and your overall objectives. We can put a plan in place so that as much of your wealth is transferred tax efficiently, as possible. 

What about setting up a trust?

Trusts can be set up for a number of reasons – philanthropy, tax efficiency, or inheritance tax planning. We can tailor portfolios to meet the specific requirements of trusts, in line with a settlors wishes. 

Share your goals with us

Come and see us so we can start working to get you closer to your personal financial goals.

About the author

Paul Bolt, our wine expert, was recently inducted as a Chevalier de Champagne and actively trades on Livex.