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Specialist Later Life Financial Advice

Succession Planning

We have experience of advising clients looking to mitigate their tax liabilities and with complex family situations need to ensure the distribution of their estate is for those they wish to benefit during their lifetime and on death.

This can sometimes involve complex situations, but we know how to safeguard your interests and give you the peace of mind with access to our professional Will Writing and Estate Planning service.

Tax treatment varies according to individual circumstances is subject to change. The Financial Conduct Authority does not regulate tax, trust advice and wills.

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About us

We believe in listening first to our clients then providing bespoke planning and advice before offering truly independent solutions in a simple and straightforward manner that enable our clients to make better, informed decisions about their retirement plans.

We offer advice and guidance to our clients through one-to-one meetings and staff clinics for companies.

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Contact us

Our office is based in County Durham but we have clients across the UK so are set-up to conduct meetings that are convenient for you.

Phone icon Later Life Wealth Management 0330 229 1174

Email icon Later Life Wealth Management enquiries@laterlifewealthmanagement.co.uk

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Later Life Wealth Management Limited is registered in England.

Registration number 14189369 Is authorised and regulated by the FCA number 931901 and is an appointed representative of New Leaf Distribution Ltd. FCA Number 460421 is authorised and regulated by the Financial Conduct Authority. Registered in England.