How we work

Legacy Planning is a process that is designed to articulate, create and implement a wealth for life plan for your future generations. One that is consistent with your values and wishes. Having created your wealth and protected your financial assets, the next step is to prepare your beneficiaries to receive their inheritance and in doing so, create a lasting legacy. At AMG we treat our clients like family, taking the time to discuss the factors that are really important to our clients, including their knowledge, wisdom, values and beliefs. Contact us to explore how our legacy planning process can help you retain your family’s wealth for generations to come.

The levels and bases of taxation and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

Creating wealth for life – an introduction to Legacy Planning

Many people have financial plans or investments in place for retirement pensions. But planning for the future of our money is not the same as planning for the future of our wealth.

At AMG Wealth Management we have an exclusive process called Hereditas, the first and only Legacy Planning service of its kind in the UK. It provides a clear strategy for preserving, protecting and preparing wealth, both for ourselves and for future generations.

As many of our clients have experienced, Hereditas will help you to create a longer-term vision of your wealth and assist you, not only in the handing down of money but also your wealth of knowledge, wisdom and experience to your beneficiaries.

If you believe that there is significantly greater value in leaving a lasting legacy than there is leaving just an inheritance, then our hereditas process is for you.

By working together and sharing what’s important to you, what your values are and what Legacy you would like to leave your family, we can help you secure your financial future.

Take the first step and call us today on 01332 551155 in complete confidence.

For more information on  hereditas please see the website: