I want to pass my wealth on to my loved ones

Ensure your wishes are respected with advice on tax, trusts, and everything in between.

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Protecting your family is important to you. Together we can build a plan that looks after you and future generations.

Securing your family’s future

You look at the bigger picture when it comes to your finances, and want to ensure your loved ones are taken care of. It’s not as simple as handing over a piggy bank; there are complex financial, legal, and tax considerations to navigate. 

At Green Fort, we guide you through every decision, we help you create a clear, structured plan for transferring wealth to your family. From inheritance strategies to trusts, wills, and tax planning, our goal is to protect your assets, reduce uncertainty, and ensure your loved ones benefit fully from the wealth you’ve built.

Planning your wealth today ensures your loved ones are cared for tomorrow. With careful guidance, you can preserve your legacy, minimise taxes, and pass assets securely to future generations.

Estate planning made simple

Preparing for the future can be daunting, with decisions around wills, trusts, and legacy weighing heavily. We help you navigate these choices with care and expertise, ensuring your estate is arranged according to your wishes while reducing potential complications for your family.

Enjoying your wealth

When you’ve worked hard to build your estate, you want to pass as much of it as possible to those closest to you. Our experts explore strategies to minimise your Inheritance Tax liability while ensuring you can enjoy the benefits of your wealth during your lifetime.

Preparing the next generation

Passing on wealth is not just about money, it’s about knowledge. We provide education, guidance, and tools to help your loved ones understand, manage, and grow their inheritance responsibly, fostering financial confidence and long-term independence.

Protecting your family’s future

Through comprehensive planning and risk management, we safeguard your assets against unexpected events, market fluctuations, and legal complications. This ensures your family enjoys long-term security, peace of mind, and the ability to pursue their own goals without financial worry.

Tax planning, trusts, will writing and estate planning are not regulated by the Financial Conduct Authority.

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Simply fill in this short form, and a member of the team will be in touch to discuss whatever you need help with.

    Legal

    Green Fort Private Wealth Ltd is an Appointed Representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.

    Green Fort Private Wealth Ltd is registered in England and Wales, Number 11717620. Registered office – Suite 5, 10 Churchill Square, Kings Hill, West Malling, ME19 4YU.

    This website is aimed at UK customers only.

    Approved by In Partnership FRN 192638 November 2025.

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    72-74 Dean Street,
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    W1D 3SG

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