Financial Protection Glasgow | Inheritance Tax Planning | Future Wealth Management
Financial Protection Glasgow | Inheritance Tax Planning | Future Wealth Management
Financial Protection Glasgow | Inheritance Tax Planning | Future Wealth Management
Financial Protection Glasgow | Inheritance Tax Planning | Future Wealth Management

Wealth Manager Glasgow, Scotland

Having accumulated a measure of wealth throughout your life you will likely want to ensure that you preserve as much of that as you possibly can and then ultimately pass as much of that on to your loved ones.

There are a number of options available to you to help achieve this:

  • Discounted Gift Trusts
  • Loan Trusts
  • Spousal Bypass Trusts
  • Whole-of-life assurance policies
  • Gift inter vivos insurance
  • Business Property Relief

At Future Wealth Management we will look to ensure that your wealth is protected. We can work with other professional advisors where necessary, such as your accountant or solicitor and develop a strategy that you feel most comfortable with.

We fully appreciate that you have worked long and hard for your money and want to make sure that we reduce the effects of Inheritance Tax as much as we possibly can. Itís also important for our clients to know that their wealth will be passed on to who they want to when they want to and that they will have a measure of control over when this happens.

We will also regularly review the recommend strategy to ensure it is line with your current wishes and also to ensure compliance with current legislation

Contact Us

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Pension Review
Savings Review
Protecting Your Wealth
Review of Your Finances


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