Passing on your wealth

Sharing your wealth with the next generation.

Sharing your wealth in line with your wishes

It’s important that transferring your wealth to the next generation happens exactly how you want it to. By providing guidance at every step, we can help ensure your wealth is transferred the way you wish and with the understanding and reassurance that your loved ones deserve.

Finding the right services for you

We provide tax-efficient investments, reducing exposure to IHT and Capital Gains. Our experienced team also work with third parties to provide appropriate planning when it comes to leaving your legacy. 
Our trained investment managers may discuss your personal circumstances or health concerns, to ensure we fully support your needs. A power of attorney may be implemented if required, to support with financial decisions in the future.

Finding the right services for you

Start a conversation

Speak to one of our investment managers to discuss your retirement solutions.

Contact us
  • EFG Harris Allday
    33 Great Charles Street - B3 3JN Birmingham
  • 0121 233 1222