Planning on how to pass on your assets and wealth to the next generation can be problematic. How do you distribute them between the various family members? How do you best shelter them from the tax man? How do you prevent them falling into the hands of an unwelcome spouse of a child or other unwanted claimant once you are gone?

Working in conjunction with your lawyers and other advisers Raymond James Cardiff can show you how to position and control your assets to achieve the outcomes you desire. This will leave you assured in the knowledge that your desired legacy is met in accordance with your final wishes.

Case Study : AE B

Audrey is 92 and has been a client for many years, originally seeking advice after her husband’s death. Her husband left a large, valuable share selection which he had always managed. We organised the investments for her, easing the stress and confusion she was facing, to produce a regular income which allows her to live comfortably. We keep in regular contact, either directly or via her son, who has Power of Attorney, to ensure Audrey remains financially secure throughout retirement.