Family wealth preservation
Inheritance tax planning, made simple
Whether you call it family wealth preservation, estate planning or inheritance tax planning - the goal is the same: to protect the wealth you've worked hard to create and ensure it benefits the people and causes that matter most.
At Finura, we help you build a clear, tax-efficient plan that gives you confidence in your lifetime and clarity for the next generation.
Forget the myth that inheritance planning always means a maze of trusts, solicitors, and endless paperwork.
In many cases, we can implement clear, cost-effective solutions without complex drafting or unnecessary third-party fees. And when specialist input is needed, we’ll introduce you to trusted professionals - only when, and if, it's right for you.
Planning together, across generations
Estate planning isn’t just about numbers – it’s about people. We know these conversations can be emotional and complex, but they’re too important to put off. Too often, meaningful discussions happen too late – or not at all. We help you change that.
When the time feels right, we can help bring your family into the conversation – at a pace and in a way that feels comfortable for everyone. By offering clear guidance and working alongside trusted specialists, we make sure your plans preserve wealth across generations – without compromising anyone’s security, freedom, or lifestyle.
Our family wealth framework
Because these are personal conversations - often emotional, and sometimes complex, we use a simple, human-first framework to guide the discussion.
Lifestyle
We begin with you. What do you need to live the life you want - without giving away too much, too soon?
Liquidity
Sometimes unexpected things happen. Your plan should give you flexibility and access to capital, just in case.
Legacy
What do you want to leave behind — for family, for philanthropy, or both? We help you shape your legacy with clarity and intention.
Rethinking your pension strategy from April 2027
From April 2027, pension funds will no longer be automatically exempt from inheritance tax. This means up to 40% of your pension could be lost to tax if no action is taken.
Now, more than ever, your pension must be considered as part of your wider estate plan. We’ll help you understand your options and ensure that, when the time comes, as much of your pension is preserved – and passed on – as possible.
Let’s start the conversation
Talking about family wealth doesn’t need to be daunting. With the right plan in place, you can protect your estate and give your loved ones peace of mind. Talk to us about planning your legacy
Book a free discovery call
Inheritance Planning FAQs
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. For guidance, seek professional advice. The Financial Conduct Authority does not regulate estate planning or tax planning.