More is different..
When our team of Chartered Tax Advisors undertake legacy planning for families they aim to specify and agree the scope of the project as early as possible. When there is uncertainty with any project, it tends to cost more and
takes longer to complete
Business psychologists call it the ‘planning fallacy’ which broadly says that overconfidence in advisors typically causes the project to take longer – and taking longer means bigger fees!
While we use all the latest technology, we’ve found that adopting some intellectual humility, and abandoning the aim of unnecessary sophistication, can yield powerful effects. Wisdom of the elders suggests tried and tested
wins, every time. The future is in the past
Close your eyes, imagine the future in five, ten or twenty five years, and you’ll likely try to think of innovations, and improvements. At best, it’s a series of guesses, and time devours everything anyway
Many of the great projects of 150 years ago were delivered on budget, and often ahead of time, including the Empire State Building in New York City, and the London Crystal Palace
Built for The Great Exhibition in 1851, the idea of the Crystal Palace was conceived by a gardener, and went from concept to opening in just 9 months. Glass and iron framework was sourced from a small number of businesses, all intimately involved in the supply chain
There were no computers, no business schools teaching ‘project management’, and no ‘consulting’ firms
With family legacy planning we prefer to work as a small team, including your existing advisors. After all, at outset, they likely know more about you than we ever can. Then, if necessary, we’ll bring in experts across the professions for any gaps in your planning
Arrange your FREE power-hour family discussion here . You’re free to accept, or refuse, and there’s no obligation whatsoever
Toodle pip
