If you have accumulated wealth through your life time and you are thinking about gifting assets to your loved ones, Richard has prepared a webinar for you to run through the different options.

There are many issues to consider from taxation to control and it is always worth talking through your plans ahead of time.

If you have concerns about keeping wealth within your family, and would like to know more about the rules around gifts, please get in touch if you would like to have a relaxed chat about your circumstances. We can help you make a bespoke plan for your finances to give you peace of mind.

Call 0117 3636 212 or email office@haroldstephens.co.uk to book a complimentary financial review.