James (72) and Elizabeth (63) have spent a lifetime building a successful family business, investments and properties. They have two children – Sarah, an ambitious entrepreneur and mother to a daughter and two stepchildren, and Edward who has a passion for the arts but not a huge amount of ambition in his career and he isn’t the best at financial management.
They now face the challenge of passing their £10 million estate to future generations.
They have concerns around:
- Inheritance tax due to their high net worth.
- Protecting family wealth from financial missteps, divorces and other risks.
- Creating a legacy whilst having control over how funds are used.
Watch this webinar to see the Trusts James and Elizabeth decide to put in place, with their solicitor’s guidance, to suit their complex needs and discover how our software can streamline your Trust planning to secure client portfolios, mitigate risk and provide flexibility for future generations.