Protecting wealth for your loved ones

You’ve created a great life for you and your family. So wouldn’t it be good to know that can continue for them when you’re no longer around?

With some careful planning now, you’ll be able to protect your wealth and have the peace of mind that your loved ones are financially secure, whatever happens in the future.

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book a call

What we do

  • A man in a dark suit and glasses smiling while talking to another man at a formal event, with a group of people and a large screen in the background.

    Step 1: Discover

    Our first step is to get to know you, what you want from life, and what concerns you have about your future.

  • Woman crawling through a pipe tunnel under a wooden play structure outdoors, surrounded by wood chips.

    Step 2: Plan

    We’ll create a plan to help you achieve your goals. Then we’ll get everything up and running.

  • Business presentation at a conference table with a man speaking, a screen displaying 'Market Update and Retirement Planning for Inflation,' and attendees listening.

    Step 3: Review

    As you get on with life, we’ll regularly review your plans to make sure you stay on track.

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Two people planting a tree outdoors on a grassy area, holding a shovel, and smiling. The woman is wearing a teal puffer jacket and brown boots; the man is wearing a navy puffer jacket and yellow gloves. Bare trees and bushes are in the background.
Cover page of a financial document titled 'Wealth Matters'. It features a purple background with white text and logos, and includes the subtitle 'Destination: Financial Freedom' and the label 'Donor Advised Funds' at the bottom.
Cover of a booklet titled 'Wealth Matters' with the subtitle 'Destination: Financial Freedom' and the label 'Donor Advised Funds' at the bottom, featuring the logos of W|X.

We Need To Talk About Inheritance Tax

Many people fall into the trap of thinking that they’re not wealthy enough to worry about Inheritance Tax (IHT). But it’s a situation that’s catching out many families – from all different walks of life.

At Wealth Matters, we don’t want to see that happen. That’s why we’ve produced this simple guide to help you understand if your estate falls into IHT territory. And if it does, what you can do to pass more of it on to your loved ones – and less of it to the taxman.

get the guide
get the guide