A personal approach to planning for the future
CIB Wealth Preservation helps individuals and families put practical arrangements in place to protect their wishes, their families and the things that matter to them.
Experience brought together with a clear purpose
Bringing together more than 30 years’ experience in financial and intergenerational planning, CIB Wealth Preservation focuses on helping individuals and families put practical arrangements in place for the future.
Our work centres on professionally drafted Wills and Lasting Powers of Attorney, together with helping clients consider whether Trusts may have an appropriate role in their wider family and estate planning.
The aim is straightforward: to help you understand your options, make informed choices and put arrangements in place that reflect your wishes and circumstances.
A personal and straightforward approach
Good planning starts with understanding what matters to you. Our approach is built around three simple principles.
Understand
We take time to understand your circumstances, your priorities and what you would like your arrangements to achieve.
Explain
We explain the relevant considerations and available options in straightforward language, so that you can make informed choices.
Put plans in place
We help turn those decisions into practical arrangements designed to reflect your wishes and individual circumstances.
Working with other professionals
Planning for the future can involve more than one area of expertise. Where your needs extend beyond our own area of expertise, we can work alongside or introduce other appropriate professional advisers.
This can help ensure that legal, tax, investment or other specialist considerations are addressed as part of the wider planning process where appropriate.
Planning that fits together
Wills, Lasting Powers of Attorney and Trusts can each address different aspects of planning for the future. The right arrangements depend on your circumstances and what you want to achieve.
Wills
Set out clearly what you would like to happen to your estate and who you would like to benefit.
Lasting Powers of Attorney
Choose people you trust to make certain decisions on your behalf if you become unable to make them yourself.
Trusts
Consider whether a Trust may provide additional control over how assets are held, managed and passed on.
Start the conversation
If you would like to discuss the arrangements you already have in place, or where to begin, talk to us about your circumstances and what you would like to achieve.