Inheritance Planning
Looking to Pass on your wealth?
Inheritance planning helps make sure you pass on your wealth the way you want to, in a tax-efficient manner. Schroders Personal Wealth can provide expert recommendations to help reduce the amount of inheritance tax your family or beneficiaries might pay.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Through our partnership with Schroders Personal Wealth, we want to give more of our customers access to financial and investment expertise, to help give you the chance to choose what your financial future looks like.
To benefit from the expertise of Schroders Personal Wealth, you will need to have at least:
- £100,000 of sole/joint savings, investments and/or personal pensions; and/or
- £100,000 of sole annual income.
Fees/Charges will apply if you take out a financial plan, product or service.
Find out more about Inheritance planning
“Tell us your aspirations for how you’d like to pass on your wealth – we can help create a plan and introduce you to products and specialists who may be able to help.”
Customer testimonials
See how these two customers are taking control of their finances, now and for the long term.
Important legal information
Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.
Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.
Eligible investments are protected by the Financial Services Compensation scheme (FSCS). We are covered by the Financial Ombudsman Service.