legacy Archives - Wren Sterling | Financial Adviser Services

Talking about your money is important for Generational Wealth

Having the inheritance conversation

Passing on wealth to future generations is a major motivator for many financial planning clients. The knowledge that they’re supporting their children and grandchildren with important life milestones, such as getting married, going to university or buying a house, can be very rewarding. Younger people also expect to inherit money and research suggests that they’re [...]

6 steps to your estate planning

If you haven’t started – or if you haven’t written it down – this checklist will help get your thoughts in order.

What to do when someone dies

What does the executor need to do next? How do you register a death? How do you obtain probate? All this, and more about the costs associated with passing on an estate from Wren Sterling’s Head of Later Life Advice.

Cashflow planning: visualising financial journeys

Cashflow planning allows advisers to show clients how their financial journey will unfold if it continues its current trajectory or with positive and negative impacts. Find out more about what it is and how we use it at Wren Sterling.

Rear view on senior couple under tree canopy in autumn (Protect your legacy)

Ensuring that your legacy reaches the next generation

Whether we agree with it or not, most of us understand the concept of paying for our later life care. Most people are careful and do not want to pay more than necessary, although paying for your own care brings with it the choice of where and how you are cared for. Find out more in this article from our partners, The Will Writing Company.

A multi-generational family walking up a grassy hill together at sunset

4 essential rules of gifting

Some clients have retired when they begin to plan for IHT. For some, this may be too late, as this raises the possibility of being taxed on gifts already made as they’re more likely to die within the seven year timeframe for tax-free gifting. Find out more in this article on the essentials of gifting.