Protect your family’s legacy and ensure your assets are looked after
Our financial planners are experienced in working with complex and sensitive family situations, particularly in cases of divorce, second marriages, and providing for stepchildren and grandchildren.
Building trusted relationships with our clients and their families ensures that we continue to look after your family’s wealth for future generations.
If you have a complex family situation or need help putting a financial plan in place to protect you and your loved ones, speak to our financial planning team for advice.
Ensuring family wealth for generations to come
Involving children and grandchildren in conversations with your financial planner early on, helps to ensure that your aspirations and wishes are aligned with their future financial goals and needs.
Rest assured that as your financial planner, we can offer resources and tools to help your children understand and manage their inheritance wisely.
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Client stories
We help our clients with planning for the future. Discover how we helped our client mitigate their Inheritance Tax liability. Even with the best plan in the world, curve balls can throw a plan off track. Our financial planners have the skill set to help you plan for the unexpected. For many people, planning for the future of the next generation is paramount. Find out how we helped achieve this.Financial planning for Inheritance Tax
Flexible financial planning for the unexpected
Intergenerational Wealth Management
DISCLAIMER The content of this website is intended to provide general information about the services provided by MM Wealth Ltd. The information contained in this website may not be comprehensive and should not be acted upon without seeking professional advice. MM Wealth Ltd accepts no responsibility for the consequences of any action taken or not taken in reliance on the information contained in this website.
Whilst we make every effort to ensure that the content of this website is accurate and up to date, MM Wealth Ltd makes no representation or warranty regarding the accuracy or reliability of the information on this website.
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The Financial Conduct Authority do not regulate tax planning, estate planning, or cashflow planning.
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