Passing on wealth tax efficiently
You’ve spent a lifetime building your wealth, now you want to pass it on with care. We help you plan ahead, so your family receives more of what you intended, with less lost to unnecessary tax.
Preserve your legacy with care and clarity
When you’ve worked hard to build your wealth, it’s only natural to want to see it benefit the people you care about most. However, passing on what you’ve earned can bring more questions than answers, especially when Inheritance Tax becomes part of the conversation.
You may wonder how to ensure your family receives what you intend, without unnecessary delays or tax burdens. At Dartington Wealth Management, we help you navigate that journey with foresight, compassion and proper planning.
What might bring you here?
Some of the common reasons clients come to us include:
- A recent inheritance or change in family circumstances
- Owning property or other assets that may exceed the Inheritance Tax threshold
- Wanting to gift money to children or grandchildren during your lifetime
- Concerns about protecting your estate from future care costs
- A desire to leave a charitable legacy in a tax-efficient way
How our service supports you
We don’t just talk about tax. We talk about people, purpose, and what legacy means to you.
Whether you’re just beginning to explore your options or looking to update an existing plan, we’ll guide you through the available strategies. That could include gifting allowances, setting up trusts, using life insurance to cover potential liabilities, or working with your solicitor to align financial and legal plans.
However, it’s not just about tactics. It’s about timing, clarity, and ensuring your choices align with your values. We’ll help you understand the options in plain English and show you how to pass on wealth in a way that’s fair, considered and as tax-efficient as possible.
What to expect when you work with us
From the first conversation, we take the time to understand what matters most to you, not just in terms of numbers, but in terms of people and priorities. Perhaps you want to support your grandchildren’s education, help a child buy their first home, or leave something behind for a cause close to your heart.
We’ll explore your estate, your goals and your current arrangements. Then we’ll walk you through your options, from practical steps you can take now to longer-term strategies that may unfold over the years.
Once your plan is in place, we’ll check in regularly to ensure it still aligns with your wishes and with any changes in tax regulations or legislation. This is about more than planning. It’s about peace of mind.
A message from our CEO
CEO, Dartington Wealth Management
At Dartington Wealth Management, we prioritise honest, independent advice above everything else. Our promise is to provide guidance that genuinely benefits you, rather than meeting sales targets or promoting products. Every recommendation is made with your best interests in mind, as your financial future deserves nothing less than transparency, integrity, and care.
We’re here to build enduring relationships rooted in trust and respect, supporting you to make confident decisions at every life stage.
Ready to take the next step?
If you’re thinking about how to protect your legacy and pass on wealth thoughtfully, we’re here to help. Let’s talk about what’s possible and how to make sure your plans stand the test of time.
- enquiries@dartingtonwealth.co.uk
- 01223 211 122