The Benefits of Wealth Preservation with DB Wealth Planning and Preservation

Wealth Preservation

With over 30 years of experience within this industry we have come across almost every financial concern imaginable. One of the most common is how people such as yourself can protect their wealth for future generations with wealth planning.

Look no further than our Wealth Preservation services, which has been designed to ensure that as much of your hard-earned capital is kept as tax efficient as possible. You may have children and grandchildren for example, and you’d like them to enjoy the money and reap the benefits, rather than the tax man. Fortunately, there are ways we can help which will allow you to appreciate the joy that your money can bring the rest of your family, without affecting your own lifestyle.

It’s important that you do so as well. Without the right planning, all the advantages you have worked hard to achieve throughout your life could be lost when you die to people you would prefer not to benefit.

“What does the Wealth Preservation package include?”

  • Firstly, we will perform a thorough review of your existing will, to ensure that everything is in order and the right people will benefit.
  • As part of the above, we will ensure that your will complies with the necessary regulations and takes full advantage of the New Residence Nil Rate band, as well as the Spousal Transfer.
  • We will ensure that your will and assets are setup in a way that protects your future and future generations.
  • We will ensure that your estate is safeguarded so that it stays in the family and is not at risk of being lost to bankruptcy, divorce, or long-term care fees.

“How Can I Benefit from Wealth Preservation Planning?”


The vast majority of people would no doubt agree that they would like to maintain some level of control of their assets and what happens to their wealth should they become unable to manage their own affairs.  With Wealth Preservation Planning, it is all organised and implemented in advance, so your assets and capital are passed to chosen beneficiaries with minimal tax payments or other unpleasant costs.

Peace of Mind

Whilst we appreciate that conversations surrounding your death or incapacity is not the jolliest subject, it is important you do so in order to avoid losing the benefits you have worked so hard to achieve. Once everything is resolved, you will be able to continue living life the way you intended, without it effecting the amount that you are able to pass on to relatives. You can have complete peace of mind.

For more information, or to make an enquiry surrounding your own wealth preservation, contact us today on 01293 889 377. We hope to hear from you soon.

Read our blog on ‘Goal Setting, Accountability, and Work-Life Balance’

Read our blog on ‘The Consequences of Neglecting Your Estate Planning’

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