Passing on Your Wealth Responsibly 

Preparing the money for the kids and preparing the kids for the money! 
Who? | How? | When? | Why? 

Planning for the future and future generations  

As lifestyle financial planners we want to ensure you and your family have peace of mind when it comes to family wealth. 
We can do this by: 
Ensuring you have enough money to meet your anticipated and unanticipated needs in the future. 
Helping you to leaving a legacy in the most responsible and tax efficient manner. 
Protecting your estate from inheritance tax. 
Recognising the wealth gap between the generations and seeking to address it. 
Avoiding dis-inheritance of family members due to re-marriages etc. 
Making sure the family wealth keeps its value against inflation. 
Educating your family about your wishes and preparing them to inherit your wealth. 
Having your will professionally written and up to date. 
Keeping your 'Pension Expression of Wishes' up to date. 
Leaving a comprehensively written 'what I own and where to find it' document. 
Recording gifts. 
New Vision can help you deal with all of these issues.  
To have your free initial consulation with us, all you need to do is give us a call on 01477 537722 or visit our contact us page, fill in the form and we will be in touch.  
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