• Skip to primary navigation
  • Skip to main content
  • Skip to footer
  • Find us
  • Tel: 0207 429 0280
  • info@awsadvice.co.uk
  • CLIENT LOGIN

AWS Advice

  • Home
  • About us
    • About us
    • Our team
    • Our approach
    • What our clients say
  • Your journey with us
    • Your journey with us
    • Creating and expanding your wealth
    • Preserving your wealth
    • Benefiting from your wealth
    • Distributing your wealth
    • How we add value
  • AWS Wealth Service
    • AWS Wealth Service
  • Our services
    • Our services
    • Strategic financial planning
    • Investment and tax planning
    • Pensions and retirement planning
    • Estate planning
    • Protecting your family
    • Mortgages
  • Info and News
    • Our charitable commitment
    • AWS documents
    • Regulatory documents

Distributing your wealth

Through careful estate planning, you can make sure your assets are appropriately distributed and your wishes met after your death, whether to your family or other beneficiary.

We explore various strategies with you to meet your particular wishes. You may consider gifting excess income to your heirs, use annual inheritance tax allowances and review your Will. It is important to consider how much capital you will need to keep full control over, and that which you may be willing to gift outright. You may wish to gift capital but retain the income from it, or you may be willing to gift away only the growth.

You should also consider whether you want to name exactly who is to benefit, or have the flexibility to change beneficiaries.

How we may help:

  • Discounted Gift or Loan Trusts with investment bonds to begin to mitigate your Inheritance Tax (IHT) liability
  • Whole life policies under trust to cover part or all of the IHT bill
  • Specialist schemes using ‘Business Property Relief’ and EIS allowing you to own the assets and avoid IHT

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Creating and expanding your wealth

Preserving your wealth

Benefiting from your wealth

Distributing your wealth

Footer

Get in touch

We would love to hear from you whether you're thinking of becoming a client, or you're curious to learn more about how we could help you.

AWS Advice
110 Bishopsgate London EC2N 4AD
0207 429 0280
info@awsadvice.co.uk

AWS are very supportive and have the gift to explain in simple everyday language which enables me to understand.

GP MBE

His unique ability is the way he forms relationships with clients which makes him their trusted friend and adviser.

MT

I’m grateful for all the support to myself and my family by AWS over the past few years and for their continuous kind advice and encouragement along the way.

AF (CEO)

Devesh is very passionate, friendly, trustworthy, totally reliable, inspired, risk averse and safe, he fits the right product to the particular need, and he is a magician!

JS

Everyone at AWS is always a pleasure to speak with and take time to give the personal touch which I really appreciate.

SS

If you need help with any financial matters, I would always advise you to go to AWS first, where I know you will receive help.

GP MBE

AWS are efficient, friendly and good for individuals like us who are not really interested in the ins and outs of investing but need excellent advice and service.

RW

To sum up Devesh, his key attributes are honesty and integrity, sound professional advice, thoroughness, easy to discuss complex issues and unflappable.

RM

What do we uniquely appreciate? His ability to listen quietly but deeply to clients to establish their wishes and needs, and to match those to his expertise.

RW

Privacy Policy | Copyright © Ambasna Wealth Solutions LLP

The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
AWS Advice is a trading name of Ambasna Wealth Solutions LLP. Registered office in England is Heron Tower, 110 Bishopsgate, London, EC2N 4AD. Company registration No. OC386086.
Ambasna Wealth Solutions LLP is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.