Securing for future generations
We would all like to be able to leave a legacy, ensuring our hard-earned wealth is preserved for generations to come. But effectively planning your estate can be complex and is best done with the help of a specialist. That’s where we come in.
We can work with your family (and your other professional advisers) to build a plan that ensures your money is safeguarded for the future, while still allowing you to enjoy life to the full now.
You might be asking…
How do I understand more about the rules of IHT?
Can I minimise the amount of IHT I pay on my estate?
How do I ensure my wealth goes to the people I want?
Can I ensure my family will be provided for once I’m gone?
Should I think about making gifts?
What can I do to get peace of mind?
How we’ll help
We work with our clients to create a tailored financial strategy around their needs and goals. We offer high quality, technical advice that can cover:
Our advice takes your whole family into account, enabling everyone to feed into the plan and make collective decisions.
Inheritance Tax planning
With an effective IHT strategy, you can avoid unnecessary tax burdens, ensuring more of your wealth goes to your loved ones.
Wills and trusts
Working alongside our in-house solicitors, we can advise you on the best ways to set up your wills and trusts in order to preserve your assets.
Overall peace of mind
We aim to provide you with the reassurance you need to live and enjoy life now, safe in the knowledge that your estate is protected for years to come.
Inheritance tax and Trusts planning is not regulated by the financial conduct authority.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
The most significant thing that makes Scottsdale stand out is that they really spend time to understand your needs and what you are trying to achieve. They then use this to find the best product for you rather than pushing something on a commission basis which I have experienced in the past from other companies.
Throughout the whole complicated process of amalgamating and advising us on our numerous pension funds, we have found them to be extremely knowledgeable, friendly, and sincere. While helping us they demonstrated that nothing was too much trouble.
I’ve used quite a lot of other companies before, but Scottsdale go more than the extra mile for you. For all your financial needs go to them, they’re the very best!
Not only have they succeeded in ensuring we take necessary and, to be frank, overdue steps to improving our financial protection, but they’ve also taken the time to debate our options with us, explain these options in simple terms and at all times remain appreciative of our available resources.