Tel: 01332 551155 | [email protected]
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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 
, 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, 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 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 please see the website: https://www.hereditasuk.co.uk/
AMG is a successful wealth management firm providing a highly personal and professional service to our valued clients. We take the time to develop a close working relationship with our clients to provide investment planning based on their personal priorities, such as keeping a good standard of living in retirement or protecting their wealth for future generations. READ MORE
AMG Wealth Management Ltd
120 Park Farm Drive
Allestree
Derby
Derbyshire
DE22 2QP
Tel: 01332 551155
Email: [email protected]
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. AMG Wealth Management Ltd. is registered in England and Wales, Number 13430983. Registered Office : AMG Wealth Management Ltd, 120 Park Farm Drive, Allestree, Derby, Derbyshire, DE22 2QP
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