Legacy Planning

Legacy Planning


Working with you to protect and grow your wealth.

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Nobody likes to think about it, but it is essential to make plans for the end of your life if you own assets.

Our legacy planning services help clients to understand the options available to them to ensure the efficient transfer of wealth in the event of their death.

Bickley Consulting works to implement and design advanced legacy solutions via efficient tax trusts, to be dispersed in the particular manner as required by the trustee. Our International tax professionals are able to control and activate trusts based on discrete criteria.

Bickley Consulting offers a range of legacy planning services, including:

  • Trust fund creation
  • Transfer of assets and wealth
  • Charitable donations