Generational Wealth Planning
Strategic Legacy Design
We work with you to design a legacy plan that ensures your wealth is distributed according to your wishes while minimising tax liabilities and disputes. Our advisers provide step-by-step guidance to make the process seamless and stress-free, helping you avoid common pitfalls.
Trusts and Structures
Using tools such as family trusts and tailored wealth structures, we help you protect your assets and provide long-term financial stability for future generations. We customise these structures to address unique family dynamics and specific financial goals.
Next-Generation Financial Literacy
Empower your heirs with the knowledge and understanding necessary to preserve and grow their inherited wealth. Our resources are designed to instil financial responsibility and empower future generations to manage their legacy effectively.
Protecting Beneficiaries
Safeguarding Inheritance
We establish trusts and protective structures to shield assets from liabilities and ensure controlled distribution to beneficiaries. This includes strategies to manage complex estates and mitigate risks posed by creditors or legal challenges.
Balancing Control and Access
Our advisers design solutions that maintain oversight while providing beneficiaries with the financial resources they need. By creating structured distribution schedules or conditional access policies, we balance your intent with their financial security.
Support for Minors and Vulnerable Beneficiaries
Our plans include provisions for guardianship and financial management, ensuring your loved ones are supported responsibly. We offer tailored solutions to cater to unique family situations, including special needs planning and customised inheritance strategies.
International Estate Planning
Cross-Border Expertise
Our team specialises in aligning estate plans with international tax regulations and inheritance laws, making estate planning simple for global families.
Optimised Wealth Transfers
We provide strategies for transferring assets across jurisdictions efficiently and compliantly, ensuring your legacy spans borders seamlessly.
Global Asset Management
From tax treaties to currency considerations, we address the unique challenges of managing international estates, giving you peace of mind.
Estate Planning Guides
Charitable Giving and Philanthropy
At Hoxton Wealth, we offer a comprehensive suite of estate planning solutions tailored to meet the diverse needs of our clients. We’ll provide tailored advice and solutions to ensure you are well-prepared for the future.
Philanthropic Strategies
We assist in developing tax-efficient giving strategies that reflect your values and maximise the impact of your contributions. From creating giving portfolios to structuring impactful donations, our approach ensures your generosity aligns with your financial goals.
Creating Endowments and Trusts
Our advisers help set up philanthropic trusts and endowments, ensuring your generosity supports meaningful causes while offering tax advantages. We provide advice on establishing long-term initiatives that can sustain impactful giving for years.
Integrating Giving into Legacy Planning
We incorporate your charitable goals into a comprehensive wealth transfer plan, aligning philanthropy with your overall estate strategy. Our team can assist in making your contributions create a legacy that resonates with your personal values and aspirations.
FAQs
Generational wealth planning involves creating strategies to pass on assets effectively to future generations, minimising taxes and preserving the value of your estate.
Our advisers will help you structure charitable contributions through trusts, endowments, and other mechanisms that maximise tax benefits while aligning with your goals.
Managing estates across jurisdictions requires expertise in tax laws, inheritance regulations, and asset distribution. Our advisers help to simplify the process to ensure compliance and efficiency.
Client Success Stories
Our clients’ success stories highlight the dedication and ability we bring to every estate plan. Let us help you craft your own success story, supported by our personalised advice and innovative tools.
Plan Your Legacy with Hoxton Wealth
Contact us today to create a personalised strategy for wealth transfer and legacy planning, ensuring your assets are preserved and your legacy is secured.
