We understand that you have worked hard to build your wealth and carefully invest for a secure future, so your thoughts may turn to how to pass on your wealth. Our planners will guide you to make the best decisions that are right for you and your family’s circumstances.
Our goal is to give you peace of mind that your wishes will be honoured, and your wealth preserved for those you wish to see benefit from it. A guarantee that your loved ones will benefit from your wealth will provide you with a sense of relief and most importantly, a plan for the future.
How we help our clients
We spend time getting to know you and your wishes to ensure we create a bespoke service that is right for your family. Using Inheritance Tax planning strategies, we’ll look at any liabilities you may have to see if it can be more tax-efficient to draw an income from your investments and savings before calling on your pension.
Our committed planners will advise on gifting strategies and help you maintain records of gifts you make. We’ll also be there to help you make use of tax-efficient savings for children, ensuring you’re able to pass on wealth to future generations in the most efficient way possible. We’re not just here for you, we’re here for your whole family for years to come and we’re dedicated to providing you with the best outcome.
- Estate planning
- Estate planning has many benefits. We can help ensure more of your wealth goes to those you love with tax-efficient planning, provide expertise on the Inheritance Tax rules and how to set up a trust. Meaning you gain peace of mind that your wishes on how your wealth is used by younger generations of your family will be honoured.
- Tax efficiency
- We will help you understand the tax implications of different pension arrangements and ensure you are benefiting from all the available tax advantages.
- No one likes to think about dying or being seriously ill, but by planning ahead you can minimise the harmful impact these events could have on your finances and those you love.
Our clients say…
We asked our clients what they value most about our personalised service. This is what they told us:
Safer investment than my own higher risk approach.
Peace of mind that our money is in good hands and that we will be financially secure for the future.
Feeling confident in being able to do more with my earnings / salary whilst feeling safe about the choices.
One friendly point of contact who we trust and has got to know us.
All quotes are taken from our 2021 client survey.