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Planning a secure, prosperous future for your family

Legacy wealth refers to the financial and personal assets you pass on to future generations. It’s not just about monetary value - it’s about creating a lasting impact that supports your family’s aspirations and secures their future.
Legacy wealth management is the process of creating and implementing financial strategies to ensure your assets are efficiently transferred to future generations.
Effective legacy wealth management involves comprehensive financial planning, tax-efficient strategies, estate management and careful consideration of your long-term goals.
Maritime Capital provide comprehensive financial planning to ensure that your legacy wealth is protected and distributed according to your wishes.
Our experience helps reduce tax liabilities such as inheritance and income tax, safeguards assets and provides clarity for family members involved in the process.
We can also partner and act in concert with your appointed representative to provide more knowledge and assurance in complex financial matters.

Trusted property strategy, unrivalled experience
and a
client-focused approach

Our legacy wealth services combine unrivalled expertise with an unsurpassed level of personal care.
Maritime proactively anticipate client needs, offering more expertise, more insight and more empathy to maximise how much of your wealth is passed on.
Whether your focus is safeguarding a business, building real estate portfolio investments or preserving liquid assets, we develop property strategies that align with your vision.
Our role is to inspire confidence, provide education and give you the resources needed to execute your plans effectively.
You can expect:
• Comprehensive financial planning tailored to your family’s unique circumstances
• Tax-efficient solutions to minimise liabilities and maximise the wealth passed on
• Support with trusts and estate planning to secure your legacy for future generations
• Guidance for family businesses to ensure continuity, opportunity and future success
• Regular reviews to adapt your strategy as circumstances change

Our approach to legacy wealth management

Maritime Capital’s family-first approach combines personal care with professional expertise.
Our close-knit family team delivers advice grounded in extensive knowledge, ensuring your legacy draws on a trusted strategy.
We provide:
• An empathetic and expert approach, working closely with you to understand your goals
• An extensive support team with insights into complex financial situations, equipped to deal with a wide range of scenarios
• Proactive communication, keeping you informed and involved every step of the way

Securing the future you’ve worked hard to build

You'll benefit from an empathetic and expert team that combines lifetimes of knowledge to create bespoke property strategies, ensuring every detail is aligned with your aspirations.
We offer an unparalleled level of personal care and expert advice, with extensive experience advising family businesses.
Our strategies focus on succession planning, wealth protection and ensuring business continuity for future generations.
If you’d like to discuss your goals, learn about how we have helped HNW clients with assets exceeding £50m, and explore the best approach for you, please don't hesitate to connect with us.

Contact us to arrange an initial consultation meeting with our trusted legacy wealth advisers. We’ll discuss your circumstances, aspirations and goals before creating a tailored property investment plan. Together, we’ll create a financial plan that reflects your aspirations and protects your legacy for generations to come.

Get in touch

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RESOURCES

PROJECTS

WHERE TO FIND US

4 Duke Street, Richmond, TW9 1HPmax@maritimecapital.co.uk

CAREERS

IF YOU ARE INTERESTED IN JOINING US
max@maritimecapital.co.uk

GENERAL ENQUIRIES

TO FIND OUT MORE PLEASE CALL US ON
020 3576 5097

NEW BUSINESS

PLEASE SEND ANY ENQUIRIES TO
max@maritimecapital.co.uk