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Families and inheritance

Passing wealth on the way you want, and helping the next generation. We'll help you make your wishes clear, support your family now if you'd like to, and keep things simple for the people you leave behind.

Find out if we can help youCall 01624 xxxxxxx
Three generations of a family at lunch in the garden

Questions we help you answer

These conversations can feel awkward. We'll help you have them calmly, and only once.

How do I make sure my wishes are followed? We'll look at your will, any trusts and how everything is owned, and work alongside your solicitor where needed.
Can I help my children or grandchildren now? Whether it's a house deposit or school fees, we'll show you what you can afford to give without putting your own future at risk.
How do we talk about it as a family? We're happy to meet with you and your family together, so everyone hears the same thing.
What will it mean for tax? The rules depend on where you and your family live. We'll explain what applies to you in plain English.

What you'll come away with

Clear wishesYour plans written down and joined up with your will.
Help when it's usefulSupport for your family now, without risking your own future.
Less for them to deal withEverything organised, so the people you leave behind aren't left guessing.
Helen S.
Straight answers, and they always call back.
Helen S.Client since 2011, Port Erin

Find out if we can help you

Answer a few quick questions and Daniel will call you back within one working day. Your first conversation is always free.

Daniel ShawPartner, Chartered Financial Planner
Who are you planning for?
Do you have an up-to-date will?
Would you like family members at the first conversation?
Your details
How should we contact you?

Recommended reading

Inheritance in the Isle of Man: a plain-English guide Daniel Shaw · 8 minute read Read the guide →
harbour row 44 Example Street
Douglas, Isle of Man IM1 1XX
Get in touch 01624 xxxxxxx xxxxx@xxxxxxxxx.xx Monday to Friday, 9am-5pm

Harbour Row Wealth Limited is licensed by the Isle of Man Financial Services Authority. Licence number xxxxxxx. Registered in the Isle of Man, company number xxxxxxx. Registered office: 44 Example Street, Douglas.

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