Legacy Planning is a process that is designed to articulate, create and implement a wealth for life plan for your future generations. One that is consistent with your values and wishes. Having created your wealth and protected your financial assets, the next step is to prepare your beneficiaries to receive their inheritance and in doing so, create a lasting legacy. At AMG we treat our clients like family, taking the time to discuss the factors that are really important to our clients, including their knowledge, wisdom, values and beliefs. Contact us to explore how our legacy planning process can help you retain your family’s wealth for generations to come.
The levels and bases of taxation and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.