Passing on wealth
Preparation goes a long way
Keeping wealth in the family does not happen by chance. It requires effective planning to make sure future generations can benefit in accordance with your wishes. You will need to consider Inheritance Tax, estate planning and gifting. We can answer your questions and advise on the best solutions for you.
Together, we will create a plan that gives you and your family peace of mind.
Would you like to…
Understand the facts about Inheritance Tax?
Create a plan that benefits future generations?
Still enjoy your retirement while helping loved ones?
Feel confident that your finances are in order?
Here’s how we can help
A generational programme
We actively encourage multi-generational planning. This reassures you that when the time comes, we already have a relationship with your beneficiaries, making it easier to settle your finances.
It builds trust between us and your family, offering a sense of continuity.
Estate planning
Our trusted experts deal with all matters relating to estate planning and Inheritance Tax. We will create a plan using various strategies, including wills, trusts, and investments that qualify for Inheritance Tax exemptions.
Our team is highly experienced in this area, giving you peace of mind.
Delivering goals-based planning
We want what is best for you, and to deliver this, we will create a bespoke plan based on your goals and visions for the future.
We will explore what is important to you, and explain our plans in a clear and logical way.
Encouragement to live your best life
It may be important to you that we look at distributing your wealth during your lifetime as well as after.
With a detailed plan, you can spend with confidence and fulfil your ambitions, whether that is enjoying a once-in-a-lifetime experience or gifting money to loved ones and seeing them enjoy it.
Don’t just take our word for it. Hear from our clients
of clients would recommend us to other people they care about
believe that we’ve helped them to achieve their financial goals
were satisfied with the speed of response from our support team
Your journey: step by step
Take the first step towards transforming your finances and come on a rewarding journey with us. We follow a five-step process that keeps you informed at every single stage, so you know you are always heading in the right direction.
Your journeyThomson Gray Wealth Management Limited is registered in England & Wales no. 07596937. Registered office, 4 Duncan Close, Redhouse Square, Moulton Park, Northampton NN3 6WL.
Authorised and regulated by the Financial Conduct Authority. Thomson Gray Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 564126. If you wish to register a complaint, please write to us at the address above, call us on 01604 499134 or email us at enquiries@thomsongray.co.uk.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
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