Why Choose Hoxton Wealth for Estate Planning?
At Hoxton Wealth, we understand that every client’s estate planning needs are unique. That’s why we provide bespoke advice, innovative tools, and expert knowledge to create strategies that work for you.
Personalised Estate Plans
We take the time to understand your goals, family dynamics, and financial situation, creating a plan that reflects your wishes and priorities.
Expert Guidance
Our advisers have years of experience in estate planning, ensuring your plan is compliant with current laws and optimised for tax efficiency.
Global Expertise
For clients with assets in multiple countries, we specialise in cross-border estate planning, addressing international tax laws and inheritance regulations seamlessly.
Ongoing Support
Life changes, and so should your estate plan. We review your strategy regularly, making updates as needed to ensure it continues to meet your goals.
Estate Planning
At Hoxton Wealth, we combine deep expertise with innovative tools to ensure your estate plan is effective and adaptable.
Thorough Evaluation
We start by evaluating your assets, liabilities, and goals to develop a plan that aligns with your vision.
Proactive Adjustments
Our advisers help you adapt to life changes or regulatory updates, ensuring your estate plan remains effective.
Tax Efficiency
We focus on strategies that minimise tax liabilities while preserving your wealth for future generations.
Estate Planning Guide
Our Estate Planning Solutions
At Hoxton Wealth, we offer a range of solutions to address your estate planning needs. Whether you’re managing cross-border assets or seeking to optimise inheritance tax, we’re here to help.
Trusts and Foundations
Set up trusts or foundations to protect assets and manage their distribution according to your wishes. Learn more about trust planning here.
Inheritance Tax Planning
Reduce tax liabilities through strategic planning that aligns with local and international laws. Our advisers offer tailored strategies to minimise the inheritance tax burden for your beneficiaries, using exemptions and reliefs to preserve your wealth effectively.
Cross-Border Planning
Simplify estate management for assets held in multiple jurisdictions. We can help you to manage complex tax laws and inheritance rules across countries, ensuring compliance and optimised outcomes for global estates.
Lifetime Gifting
Explore tax-efficient ways to provide financial support to loved ones during your lifetime. Our expert advice helps reduce your taxable estate while ensuring your family benefits responsibly.
Expert Strategies Tailored to Your Situation
Client Success Stories
Our clients’ success stories highlight our dedication to excellence in estate planning. We’ve helped families, business owners, and expatriates secure their legacies with confidence.
Challenges Our Clients Face
Cross-Border Estate Planning
Managing assets in multiple jurisdictions can involve dealing with differing tax laws, inheritance regulations, and legal systems. We offer expert guidance to simplify this process and ensure compliance.
Managing Pensions Across Borders
Relocating internationally can often cause confusion in managing pensions, including consolidation, tax considerations, and access to funds. Our ability in cross-border planning ensures these transitions are seamless.
Minimising Tax Liabilities
Many clients face concerns about inheritance tax and other levies eroding their wealth. Our strategies focus on reducing tax burdens while preserving assets for future generations.
Protecting Family Dynamics
Estate planning can be sensitive, particularly when it involves family businesses or unequal asset distribution. We help clients create plans that balance fairness with their intentions.
Ensuring Long-Term Financial Stability
Clients often worry about how to provide sustainable financial support to loved ones or charities. We design plans that align with their goals while maintaining flexibility.
Planning for Uncertainty
From market fluctuations to unforeseen personal events, our clients seek robust plans that can adapt to changing circumstances. Our forward-thinking strategies ensure their plans remain resilient.
FAQs
At Hoxton Wealth, we offer a comprehensive suite of estate planning solutions tailored to meet the diverse needs of our clients. We provide tailored advice and solutions to ensure you are well-prepared for the future.
Estate planning ensures your assets are distributed according to your wishes while minimising taxes and legal complications.
Trusts offer flexibility, asset protection, and potential tax advantages, making them a valuable estate planning tool.
Inheritance tax varies by jurisdiction. Our advisers help you navigate local laws and identify ways to reduce your liability.
Critical Illness Cover provides a lump sum payout if you’re diagnosed with a specified serious illness, helping to cover medical costs or maintain financial stability. Life insurance ensures your loved ones are financially protected in the event of your death. Both are essential components of a robust estate plan, offering peace of mind and financial security during life’s unexpected challenges.
Cross-border planning requires an understanding of international tax laws, inheritance rules, and asset distribution. We provide expert guidance to simplify this process.
