Well-designed liquidity planning solutions can enhance the effectiveness and flexibility of your legacy plan.
Working with our experts we can help you to develop a liquidity solution as part of your overall legacy transfer plan. This will help you:
- Ensure sufficient savings for your retirement so you do not have worry about spending the assets you have reserved for your legacy plan
- Ensure your wealth will not be substantially affected by potential estate charges
- Protect your family when dealing with unforeseen events that may increase the value of the assets you plan to transfer
- Even out the distribution of your wealth between family members to minimise conflict