&lt;h2&gt;Passing on Wealth&lt;/h2&gt;
&lt;h3&gt;We can help you maximise your legacy for your loved ones.&lt;/h3&gt;

&lt;h3&gt;Where do I start?&lt;/h3&gt;
&lt;p&gt;Inheritance laws can feel restrictive however, there are many tax efficient opportunities for transferring wealth. We will guide you to the most appropriate plan for your evolving needs. Together, we can explore sensitive areas of discussion such as long-term care, enduring power of attorney, legacy giving and inheritance tax.&lt;/p&gt;

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Three generations of women—grandmother, mother, and daughter—smiling and taking a selfie together in the countryside.

&lt;h2&gt;Wealth Management&lt;/h2&gt;
&lt;h3&gt;Securing your legacy&lt;/h3&gt;
&lt;p&gt;Expert and considered estate planning advice to help you leave a lasting legacy for your loved ones.&lt;/p&gt;

&lt;h3&gt;Connect with a Unio expert&lt;/h3&gt;
&lt;p&gt;Tell us a bit about your needs and goals, and we will match you with an adviser with the right expertise.&lt;/p&gt;

Maximise your wealth with unique access to best-of-breed investment managers, combining trusted local expertise with global reach and investment capabilities to help you invest with clarity and confidence.

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Achieve freedom and financial security through your bespoke, comprehensive wealth plan.

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Our advisers draw on diverse skill sets and expertise, bringing passion, experience and a fresh approach to your portfolio.

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Introducing your Wealth Plan, your comprehensive strategy for guiding, guarding and growing your wealth.

Trusts and estate planning

Estate and inheritance tax planning

Trusts and estate planning

Estate and inheritance tax planning