Legacy Services

While it is likely you will not feel comfortable thinking about what would happen if you died suddenly or unexpectedly, you will want to ensure your family is provided for and the future of any businesses is secure.

To achieve this, it is vital that you put structured, personalised plans in place. Taking such measures will ensure that family members are aware of all the assets you hold and gifts you have made, as well as ensuring a strong succession plan for the business. It will also enable you to structure your affairs in the most tax-efficient manner.

While this may seem like a daunting prospect, the specialists at RDP Newmans are here to help. Our legacy services are designed to help pre-retirement clients ensure that their business and financial affairs are protected in the event of unforeseen death or serious disability.

Working with lawyers, where appropriate, we will use our financial and tax expertise to provide practical, tailored guidance on the measures you can put in place now to make a huge difference should tragedy strike in the future.

That way, you’ll have peace of mind that your family will be provided for and your business will continue as a viable enterprise, either remaining within the family or sold to achieve the best possible return for the years of hard work invested in it.

Investing a little time now can pay dividends in the future, so to ask us a question online click here.