How estate planning helped Maria protect her financial future while making provisions for the causes closest to her heart.
Maria was in her 40s when she began considering how best to manage her growing wealth and plan for the future.
Having inherited property and investments following the loss of her parents at a young age, she had built a successful career as a doctor before moving into research and consultancy work.
With her wealth continuing to grow, Maria wanted to ensure her financial arrangements reflected her changing circumstances and long-term wishes.
Our financial planning team worked closely with Maria to understand her priorities, including her desire to leave a charitable legacy.
Although she already had a Will and power of attorney in place, a review identified that these needed updating to reflect her circumstances.
Working alongside specialist tax advisers and solicitors in Scotland and England, we helped Maria explore her estate planning options, including the potential establishment of a charitable trust to support causes close to her heart.
We also reviewed her financial forecasts to ensure she had sufficient accessible funds and a regular income to support her time working overseas.
The outcome
Maria gained greater clarity around her estate planning options and the steps needed to protect her financial future.
By bringing together financial planning, tax advice and legal expertise, we helped her consider how her wealth could support both her own ambitions and her wish to make a lasting difference to others.
For Maria, estate planning was about more than passing on wealth. It was about making sure her financial arrangements reflected her values, priorities and hopes for the future.
The names have been changed to ensure our clients’ privacy, however, below is a quote from our clients recounting their experience.
