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Which Profile Will You Discover?
Your result reveals your natural approach to these decisions, so you can take Inheritance Tax planning actions that truly fit your values. Meet the five distinct profiles you might receive:
The Protector
You prioritise security, control, and ensuring your wealth remains intact for your loved ones. You value stability and tend to take measured steps, seeking to minimise risk and avoid unnecessary complexity.
The Optimiser
You’re focused on maximising outcomes, even if that means navigating complexity or making bold moves. You seek efficiency and growth, and are open to innovative strategies that increase what your heirs receive.
The Balancer
You weigh decisions carefully, seeking harmony between control, access to capital, and family benefit. You want to act, but only with a clear sense of the trade-offs involved for all parties.
The Delegator
You prefer to rely on trusted advisors, valuing expert guidance to navigate the legacy planning process. You may delegate key decisions, aiming for peace of mind and structured support.
The Avoider
You tend to postpone or sidestep legacy decisions, often due to discomfort with trade-offs or the complexity involved. You recognise the importance but find it challenging to take action without clarity or alignment.