Family succession services

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Liberty Next is well versed in the challenges that go hand-in-hand with wealth succession.
Our experience has shown that transferring wealth from one generation to the next can be a rewarding undertaking if it is well thought through and strategically undertaken. Liberty Next is our initiative that promotes discussion about money and family finances between the generations.

Consultation

We help our clients through the process using a series of family workshops and consultations. By including your children in the process they become aware how wealth can be distributed and retained down the generations.

Analysis & research

If you decide you wish to continue with the advice process, we will conduct a comprehensive review of your existing arrangements in line with your stated objectives. This may mean contacting existing product providers to establish the exact type of plan you have, its benefits, costs and objectives.

Recommendation & implementation

After completing thorough research, we will meet again to discuss our recommendations to support your current and future objectives.

Family succession strategy

Structuring & planning

Through structuring your wealth efficiently and planning how it will be distributed and retained as it passes down the generations, we are able to provide a bespoke strategy to fit your family’s needs.

Retaining a family legacy

Your hard work, ideas and vision acknowledged and consolidated to help future generations and loved ones.

Operating family governance

Working with family members to help them plan ahead, whilst ensuring your agreed strategy for the future administration of your wealth and assets is clearly documented.

Philanthropy & family education

Ring-fencing cash to help with charitable projects close to your heart, school fees, university, or other investments that make a difference to your loved ones’ lives.

Preparing the next generation

Communicating your wishes to your loved ones and helping them make informed decisions for their own succession planning.

Frank and Jane Wolski
“My wife and I have been taking financial advice from Liberty Wealth Management for a number of years and we are pleased to say our portfolio has been a profitable success. Over the years Lee has added younger members to his team that have been able to relate to people that are our sons age. This has given us the opportunity to introduce nephews, nieces, and friends to Liberty Wealth Management so they can also benefit from their financial advice. Sooner or later they will all receive a large inheritance so by receiving advice now regarding investments, wills and inheritance tax they will be better prepared for the future. Dealing with Lee and his team has always been a pleasure and we fully recommend his team’s advice to whoever needs financial reassurance.”

Related
services

Transferring wealth

Depending on your financial situation it maybe that you want to pass money over to your Children or grandchildren in your lifetime to help with School fees, getting them onto the property ladder or just helping with a significant purchase such as a car or family holiday.

Preserving wealth

Every client’s situation will be unique, however, there are a number of areas we will need to look at to protect your hard earned assets such as a well written Will, understanding any Tax liabilities such as Inheritance Tax.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

Acquiring wealth

Depending on your age and life-stage, creating wealth can mean different things, however the sooner you start saving the better. You may want to pass money onto your children or even start a savings plan for a grandchild, it is never too soon to start tucking a little away.

Other services

We either have the expertise or access to specialists who can advise you on a wide range of other wealth management services, ranging from writing wills and tax advice and legal services to advice on portfolio management services, specialist insurance and corporate lending.

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We'd love to talk to you about our services and how we might help.

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