Lifetime planning

Managing your financial affairs perhaps becomes most important as you start to think about passing on your wealth to your beneficiaries.

At Fairstone we understand that you have worked hard to manage your finances efficiently and want to pass on the maximum benefit to your family, however, it is important to remember that this won’t happen automatically.

If you do not plan for what happens to your assets after you die, you cannot be guaranteed that your wishes will be carried out. Poor planning can also lead to significant inheritance tax (IHT) implications for those you leave behind.

It is never too early to start planning for the future, whether you’re looking to create or update your will, set up trusts or develop a family office we can help make sure that you have the most tax efficient structure in place to meet your unique needs and to help you create a legacy for future generations.

For independent advice tailored around your plans for the future, contact a Fairstone adviser today.