Protect your wealth and secure your legacy
Your wealth is more than just money, it’s a reflection of your life’s hard work and values. At Strategic, we help you plan your estate efficiently, ensuring your assets are protected, tax-efficient, and passed on according to your wishes.
Inheritance tax can significantly reduce the amount your loved ones receive, but with the right planning, you can minimise tax liabilities and preserve more of your wealth for future generations.
How we help you plan your legacy
Inheritance tax planning
We help you understand your potential inheritance tax (IHT) liability and explore options such as gifting, trusts, and tax-efficient investments to reduce the impact on your estate.
Wills & estate planning
A well-structured Will ensures that your assets are distributed according to your wishes. We work alongside legal professionals to help you create a clear estate plan that protects your beneficiaries.
Trusts & gifting strategies
Using Trusts and gifting allowances, we help you transfer wealth tax-efficiently, ensuring your family benefits from your estate while reducing exposure to inheritance tax.
Probate & estate administration support
We provide guidance and work alongside legal professionals on navigating probate and estate administration, making the process smoother for your loved ones.
Why legacy planning matters
A carefully planned estate allows you to:
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Minimise inheritance tax
Ensure more of your wealth stays in your family.
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Control how your assets are distributed
Protect your estate from unnecessaryl disputes.
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Creating your financial plan
We develop a clear, step-by-step strategy to help you achieve your financial ambitions.
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Provide for your loved ones
Ensure financial security for futurel generations.
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Create a lasting legacy
Pass on wealth in a way that reflects your values.
Protect your wealth for the next generation
Planning your estate today ensures that your loved ones benefit from your life’s work. Let’s create a strategy that secures your legacy while allowing you to enjoy life to the full.
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