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We see the transition of wealth as a very critical component to our success. A key aspect of our planning is to deal with our clients issues. To achieve this we like to be aware of what our clients parents and children’s situations are.

When we refer to our clients we refer to them as family groups. We like to get to know the client and be aware of what their extended families circumstances are. This is particularly important when we are setting up trusts, which are now of more interest because of the higher tax free amount.

It is also critical when discussing wills because within the will we may elect to use certain trusts that will give significant benefits to our clients children and grandchildren.

We are very proud of the fact that many of the clients children seek advice from Wright Planning and are now current clients.

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