What is a Legacy Preservation Trust? – Don’t leave your family an avoidable IHT bill Trusts can play an important role in legacy planning. And a Legacy Preservation Trust or LPT, does exactly what it says on the tin – preserves your legacy for the longer-term, so money can pass tax-efficiently through several generations of your family. Liberty can advise on Legacy Preservation Trusts. Check out the article at - https://lnkd.in/eZC_cYr4 #liberty #wealthmanagement #iht #avoidihtbill #lpt #legacypreservationtrust
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What is a Legacy Preservation Trust? – Don’t leave your family an avoidable IHT bill Trusts can play an important role in legacy planning. And a Legacy Preservation Trust or LPT, does exactly what it says on the tin – preserves your legacy for the longer-term, so money can pass tax-efficiently through several generations of your family. Liberty can advise on Legacy Preservation Trusts. Check out the article at - https://lnkd.in/e4v29xaY #liberty #wealthmanagement #iht #avoidihtbill #lpt #legacypreservationtrust
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Director at Liberty Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management
What is a Legacy Preservation Trust? – Don’t leave your family an avoidable IHT bill Trusts can play an important role in legacy planning. And a Legacy Preservation Trust or LPT, does exactly what it says on the tin – preserves your legacy for the longer-term, so money can pass tax-efficiently through several generations of your family. Liberty can advise on Legacy Preservation Trusts. Check out the article at - https://lnkd.in/e52atPfX #liberty #wealthmanagement #iht #avoidihtbill #lpt #legacypreservationtrust
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What is a Legacy Preservation Trust? – Don’t leave your family an avoidable IHT bill Trusts can play an important role in legacy planning. And a Legacy Preservation Trust or LPT, does exactly what it says on the tin – preserves your legacy for the longer-term, so money can pass tax-efficiently through several generations of your family. Liberty can advise on Legacy Preservation Trusts. Check out the article at - https://lnkd.in/eJadzpNi #liberty #wealthmanagement #iht #avoidihtbill #lpt #legacypreservationtrust
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🌟 Interested in securing your legacy and ensuring your wishes are honored for generations to come? Ask me about legacy planning! From crafting wills to setting up trusts and designating beneficiaries, there's a lot to consider when it comes to safeguarding your assets and values. Let's start the conversation today and pave the way for a lasting legacy. #LegacyPlanning #AskMeAnything #SummitPlannersCluster
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Investment Specialist | Financial Planner | Retirement Specialist | Helping professionals to handle their finances to achieve their financial goals while they spend time on their priorities
🌟 Interested in securing your legacy and ensuring your wishes are honored for generations to come? Ask me about legacy planning! From crafting wills to setting up trusts and designating beneficiaries, there's a lot to consider when it comes to safeguarding your assets and values. Let's start the conversation today and pave the way for a lasting legacy. #LegacyPlanning #AskMeAnything #SummitPlannersCluster
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🌟 Interested in securing your legacy and ensuring your wishes are honored for generations to come? Ask me about legacy planning! From crafting wills to setting up trusts and designating beneficiaries, there's a lot to consider when it comes to safeguarding your assets and values. Let's start the conversation today and pave the way for a lasting legacy. #LegacyPlanning #AskMeAnything #SummitPlannersCluster
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🌟 Interested in securing your legacy and ensuring your wishes are honored for generations to come? Ask me about legacy planning! From crafting wills to setting up trusts and designating beneficiaries, there's a lot to consider when it comes to safeguarding your assets and values. Let's start the conversation today and pave the way for a lasting legacy. #LegacyPlanning #AskMeAnything #SummitPlannersCluster
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🌟 Interested in securing your legacy and ensuring your wishes are honored for generations to come? Ask me about legacy planning! From crafting wills to setting up trusts and designating beneficiaries, there's a lot to consider when it comes to safeguarding your assets and values. Let's start the conversation today and pave the way for a lasting legacy. #LegacyPlanning #AskMeAnything #SummitPlannersCluster
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🌟 Interested in securing your legacy and ensuring your wishes are honored for generations to come? Ask me about legacy planning! From crafting wills to setting up trusts and designating beneficiaries, there's a lot to consider when it comes to safeguarding your assets and values. Let's start the conversation today and pave the way for a lasting legacy. #LegacyPlanning #AskMeAnything #SummitPlannersCluster
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🌟 Interested in securing your legacy and ensuring your wishes are honored for generations to come? Ask me about legacy planning! From crafting wills to setting up trusts and designating beneficiaries, there's a lot to consider when it comes to safeguarding your assets and values. Let's start the conversation today and pave the way for a lasting legacy. #LegacyPlanning #AskMeAnything #SummitPlannersCluster
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