Welcome to the partner area. Here you will find resources to help you with Financial Planning and Estate Planning.
If you are looking for resources regarding Legacy Planning please visit our sister site Hereditas.
The Wealth For Life Partnership
Preserve Protect Prepare
Preserving, Protecting and Preparing your Wealth for Generations to come.
A New Vision for Wealth Management
To provide the crucial third element of wealth management, we created the Hereditas legacy planning process, the first and only one of its kind in the UK. This process provides a clear strategy for anyone wishing not only to leave a financial inheritance but also a meaningful and lasting legacy for generations to come.
For centuries financial and estate planning have been the traditional two element approach for most families wishing to secure their wealth and yet the vast majority of this has been lost by the end of the third generation. Whilst these approaches deal with financial wealth, they fail to encompass the personal legacy of an individual.
The Wealth for life Partnership was founded in 2016 to provide a unique wealth management experience to individuals, families and businesses.
Our Story So Far
In just 6 years we now have in excess of:
Since our inception in 2016 we now have Wealth Management Practices situated across the UK. Hundreds of individuals, families and businesses are benefiting from our unique Wealth Management Service.
Client's money invested and preserved
Client's total financial assets protected
2016
2022
Our first Wealth Management Practice was established in the UK
£3 Billion
£1 Billion
Financial Planning
Preserving Wealth for This Generation
of UK Adults do not focus on the long term when it comes to money
61%
Financial Planning is a process designed to prepare your financial assets for your own use in your lifetime.
It includes advice on cash management, investment and risk management, retirement, later life planning and lifetime cash flow forecasting.
We also provide expert advice on Life and Financial Planning which helps you to achieve the best life possible with the wealth that you have and adds extra value to your existing planning.
Did you know...
Financial Assets
47% of UK adults do not feel confident in making financial decisions
Lifestyle
Retirement
63% of UK adults do not feel that they can determine what happens in their lives when it comes to money
55% of working-age adults do not feel that they understand enough about pensions to make decisions about saving for retirement
Did you know...
Wills & Trusts
59% of UK adults have not written a will
Inheritance Tax
Powers of Attorney
Only 50% of the UK adult population know that a power of attorney exists and only 12% of UK adults have a lasting power of attorney in place
£5.2 Billion worth of inheritance tax receipts were taken in the 2019-20 tax year
Estate Planning
Protecting Wealth for the Next Generation
£20Billion
is the total worth of the UK's unclaimed assets
Estate Planning is a process designed to transfer the greatest amount of financial assets with the smallest tax liability possible to your beneficiaries.
We facilitate expert advice on wills, trusts, powers of attorney, inheritance tax planning, pre and post-nuptial agreements, property law and grant of probate.
If you want to learn more about Estate Planning and the steps you need to take to protect your financial assets, please click on The Willing Wisdom Index below.
Legacy Planning
Preparing Wealth for Future Generations
has already been transferred this tax year through inheritance
£69Billion
Legacy Planning is a process designed to articulate, create and implement a Wealth for Life plan that is consistent with your values and wishes.
Having created your wealth and protected your financial assets, the next step is to prepare your beneficiaries to receive their real inheritance and in doing so to create a meaningful and lasting legacy.
Want to learn more about Legacy Planning? Visit Hereditas our dedicated Legacy Planning website via the link below:
Did you know...
Financial Education
Only 52% of 7–17 year olds say they receive a meaningful financial education in school, at home, or in other settings
Essential Life Skills
94% of Secondary school teachers agreed that Financial education gives students an essential life skill
Discourse
47% of UK adults have never discussed passing on their legacy