Inheritance and succession planning

We’ll provide peace-of-mind that your family’s wealth
is protected and preserved for the benefit of future

I need help with... Inheritance and succession planning

The loss of wealth as it’s passed down the generations can be significant but can be mitigated with appropriate planning.

As part of the AAB Group, we work closely with our colleagues in the specialist Private Client Tax team who have extensive experience in all aspects of inheritance tax, succession and trust planning. Our aim is to protect and preserve your family’s wealth by balancing your desire to maintain your standard of living, while providing for future generations in the most tax-efficient manner.

Key contact

Ian Campbell

Head of Financial Planning