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Keeping your wealth in the right hands
Estate planning is about putting your affairs in order, to help make the lives of your loved ones easier. It can help to protect your estate for your beneficiaries and reduce the impact of inheritance tax.
Inheritance tax could be paid on the estate of someone who has died. An estate includes all of their property, possessions and money, as well as any gifts made within seven years of their death. Read our guide to inheritance tax to learn more.
A trust is a legal way of arranging some of your assets for the benefit of others, without giving them full control. Learn about how our trusts can help you to manage your wealth.
Pass on your money in a tax-efficient way
Inheritance tax planning with access to your loan
Gift your money with access to yearly payments
Shelter your overseas assets from inheritance tax
For quicker payment of death benefits
Passing on your wealth to a child
The value of your investment can go down as well as up and you may get back less than you invest. Tax rules depend on the type of investment and individual circumstances and may change.
Get a tailored quote for our products from a financial adviser. To find one, visit Unbiased.
Find answers to commonly asked questions, helpful links, tools and contact details.
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