YOUR OBJECTIVE

Planning my estate

With life expectancy increasing and major social change afoot, how can your estate work harder for you and your family?

Speak to an adviser

Intergenerational wealth management helps families work together to achieve the best long-term use of their wealth, while providing estate planning and tax mitigation opportunities to alleviate the financial burdens of everyday life.

Our services

We provide a range of services to help you with estate planning.

Estate planning

Intergenerational wealth management helps families use their wealth more collaboratively to support each other – offering estate planning and tax mitigation opportunities, while alleviating the financial burdens of everyday life.

Protection planning

Protection is about more than simply buying a life insurance policy – it’s about making the most of your wealth for the next generation and ensuring that financial shockwaves are easily weathered.

Tax Planning

The more tax you pay, the harder your investments need to work to achieve your financial objectives. We can help you gain the full benefit from your hard-earned assets and make sure your money works hard for you.

Wills, Power of Attorney*

By putting in place simple arrangements, you can make your wishes clear to loved ones who may otherwise face difficult decisions on your behalf.

Support at all stages of life

Starting your financial journey

Growing your wealth

Owning your business

Protecting your wealth

Retirement

Testimonials

“We worked together to maximise my wealth to benefit my family and myself. I am impressed with their responsiveness and regular contact, which ensures that I do not miss out on opportunities relevant to my circumstances.”

Partner, Deloitte

“The advice I receive from Morrinson Wealth is always clear, relevant and consistent, helping me to understand how I can adapt in line with my career development and the ever-changing market environment.”

MD & Partner, Accenture

“Getting the best out of your money is often a daunting test to approach, especially when balancing work and life priorities. The Morrinson Wealth team have really helped me to define a strategy with clear actions.”

Product Strategy Leader, EMEA at Oracle

*Will writing and Powers of Attorney involve the referral to a service which is separate and distinct to those offered by St. James’s Place and are not regulated by the Financial Conduct Authority.

Contact us

Book a call with one of our experts today and take the first step towards establishing and achieving your financial goals.