Estate Planning
Your Life, Your Legacy
Preserve, transfer, and protect your wealth – ensuring your wishes are respected and your legacy secured for future generations.
- Tailor your estate plan to reflect your values and priorities.
- Ensure a smooth transfer of wealth to loved ones.
- Pass on your wealth with confidence and clarity.
- Build a retirement plan tailored to your goals
- Maximise pension contributions and tax efficiency
- Remove uncertainty about your financial future
Why Estate Planning Matters
Protect What You’ve Built, Secure What You’ll Leave Behind
Estate planning is about more than passing on wealth — it’s about ensuring your wishes are respected, your loved ones are cared for, and your legacy endures. At Clan Wealth Management, we help you structure your estate with clarity and confidence, so your wealth is transferred efficiently and meaningfully.
- Preserve and protect your assets for future generations.
- Minimise inheritance tax and unnecessary costs.
- Ensure your wishes are carried out with care and precision.
- Know exactly how much you’ll need
- Understand your pension options
- Ensure tax efficiency
- Plan for life beyond work
Our Estate Planning Services
Family & Legacy Planning
Creating a plan that reflects your values, supports your loved ones, and safeguards your family’s future.
Wealth Transfer & Gifting Strategies
Structuring gifts and family transfers to maximise impact and efficiency during your lifetime and beyond.
Inheritance Tax Planning
Strategies to minimise inheritance tax and reduce unnecessary costs, ensuring more of your estate passes to loved ones.
Estate Planning Strategy
A complete, coordinated plan designed to protect your assets, preserve your legacy, and ensure your wishes are carried out with care.
Business Succession Planning
Helping business owners protect continuity, plan ownership transitions, and preserve family wealth across generations.
Ongoing Reviews & Adjustments
Reviewing and refining your estate plan to stay aligned with changing laws, family circumstances, and personal wishes.
Charitable Giving
Designing charitable giving strategies that align your legacy with the causes you care about most.
Coordinated Estate & Trust Planning
We collaborate with your legal and tax professionals to ensure your estate plan works seamlessly — giving you clarity and peace of mind.
Outcomes You Can Expect
Clarity
A clear plan that makes every financial decision easier.
Confidence
Peace of mind knowing your wealth is on the right path.
Freedom
The ability to live life on your terms, today and in retirement.
Protection
Safeguarding your family, lifestyle, and legacy from uncertainty.
Meet Your Estate Planning Expert – Keith Matthews
Keith Matthews (CFP® & QFA) is the Managing Director of Clan Wealth Management. With over 15 years’ experience as a wealth advisor and financial planner, he specialises in pensions, investments, wealth management, and estate planning. At Clan Wealth Management, Keith helps clients make confident, informed decisions to secure their financial future. His approach is built on trust, expertise, and genuine relationships.
- Certified Financial Planner (CFP®) with 15+ years’ experience.
- Expertise in pensions, investments, financial and retirement planning, and wealth management.
- Dedicated to building long-term relationships founded on trust and clarity.
The Clan Wealth Approach
Empower
Giving you clarity and confidence to make informed financial decisions.
Plan
Strategic planning that grows, protects, and sustains your wealth.
Prosper
Enjoy the freedom and security your wealth can bring.
Start Your Legacy Planning Today
Take the first step toward clarity, freedom, and peace of mind.
Start Your Legacy Planning Today
Take the first step toward clarity, freedom, and peace of mind.