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Services

Wealth Management

Managing Wealth

Making sure you don't lose the tax efficient opportunities that are available to you. Measuring your attitudes and goals to ensure that you don't take unnecessary risks with your money.   

 

Preserving Wealth

Preserving the value of your estate for the benefit of you and your family. 

 

Legacy Wealth

Creating succession planning directly for your next generation.

Cashflow Modelling

Here we can tell you when/if you are going to run out of money by looking at your current spending and landmark events.

 

OR

 

Tell you to spend more, have more holidays, perhaps even travel business class.

Corporate Consultancy

We work closely with Business

 

Owners to protect and grow

 

their businesses.  

 

 

Looking at the foundations

 

upwards to ensure that in the

 

event of ill- health or worse

 

your business assets are

 

protected.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Wills, Trusts
& Legacy Planning

Protecting your inheritance

 

for your next generation is

 

commonly referred to as

 

“Bloodline Planning”.

This ensures that your assets reach your children. They are then not at risk from future divorce settlements, creditors and taxation.

The correct use of Trusts can ensure that your children and grandchildren are able to benefit completely from your lifetime’s work.

Trusts are not regulated by the Financial Conduct Authority.

Estate planning is not regulated by the Financial Conduct Authority.

Will writing is not regulated by the Financial Conduct Authority.