Ensuring Your Assets Are Passed On to the Next Generation, According to Your Wishes
Inheritance planning is the process of preparing for the transfer of an individual's assets and wealth after their death. While it's not a pleasant topic to consider, planning ahead can make a significant difference to the lives of loved ones left behind.
Inheritance is an important aspect of overall financial planning that often gets overlooked. Many people assume that their assets will be distributed according to their wishes, in the most tax efficient way, but without proper planning this may not be the case.
Planning for the Next Generation
At Ferris Financial Planning, we work with clients to identify their goals and wishes for their estate. We help you navigate the complex legal and tax implications that come with inheritance planning. Our aim is to create a plan that will ensure the most efficient and equitable transfer of assets to beneficiaries, while minimising tax liability.
We will work closely with your legal and tax advisors to ensure that your plan is fully integrated with your broader financial and estate planning goals.
Your Trusted Advisors
With a well-crafted inheritance plan, you can provide financial security and peace of mind to your loved ones, and ensure that your wealth is distributed according to your wishes.
Our personalised approach ensures that your plan is tailored to your unique needs and goals, and that you have ongoing support and guidance as your circumstances and priorities evolve.
Explore What Makes Us Different
Proactive Guidance & Support
Expertise
Our team posses extensive knowledge in the industry, with years of experience providing tailored financial planning solutions to our clients
Transparent & Empowering
We believe in educating our clients and giving them the knowledge they need to make informed decisions about their finances.
Approachable & Friendly
We understand that financial planning can seem daunting, so we aim to provide a warm and welcoming atmosphere to all our clients.
Let Us Help You Make Sense of Your Finances
Whether you're planning for retirement, are looking for cover, or want to invest, we can help you make informed decisions and get the most out of your money. Contact us today to schedule a consultation.
