Healthy, wealthy and well advised


Financial complexities of passing on wealth
A Chartered Financial Management (UK) Ltd Information Guide

Passing on wealth is a sensitive subject, not just because of the financial complexities of it all, but also the emotion and family politics involved. 

You have worked hard throughout your life to accumulate and preserve your wealth. We can give you peace of mind of knowing that you have laid the firmest foundations for your family’s future. 

Click here to read the full guide to passing on your wealth

Find out more: Please visit our Document Centre for a wide selection of in-depth guides on personal finance, wealth management and more.

Posted by Chartered Financial Management (UK) Ltd on January 7th 2020

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