Services

SERVICES FOR YOU & YOUR FAMILY

Our core service is to help you build and maintain your wealth; but that’s not everything we can help you with. Whether it’s insurance, tax or more complex situations, we have the expertise to guide you on a wide range of solutions.

SERVICES FOR YOU & YOUR FAMILY

Our core service is to help you build and maintain your wealth; but that’s not everything we can help you with. Whether it’s insurance, tax or more complex situations, we have the expertise to guide you on a wide range of solutions.

Investments & Savings

Our clients are at the heart of what we do and your long-term goals are central to planning how you save now for your own future and that of your dependants. We’ll give you bespoke advice based on whether you have a lump sum to invest from an inheritance, a work bonus or pension capital. Or you may wish to put away a regular amount to build a capital sum in the future, perhaps to fund your children’s school or university education. We will look at making your savings as tax-efficient as possible.

Protection

In common with many people you may have a life assurance plan which you took out with a mortgage, or some workplace benefits, but how much thought have you given to whether this really is enough to protect your family in the event of an unexpected predicament? There are many types of insurance and protection plans you can put in place to look after you, your loved ones and we can help you decide which ones are right for you.

Pensions

Whether you are in the throes of your career or closer to your retirement, the subject of retirement planning can be a complex and confusing one but the aim is always the same, to provide a comfortable and dependable level of income for you and your family during your retirement years. Our experienced advisers can guide you through to finding the best solution for your individual circumstances. We can review your current arrangements and offer advice on consolidation, drawdown, annuities or overseas pensions.

Trusts

A trust is simply a way to ensure that the right money gets to the right individual at the right time, whether that is during your lifetime or as an inheritance you intend to leave to someone else. The hard part is making sure that you use the right type of trust to ensure this happens as per your intentions so let our experts guide you through the process and the legal forms required.

Estate & Inheritance Tax Planning

Let us guide you through the maze of rules and reliefs that apply when organising how and to whom you will leave your estate. It may be that putting some assets in trust could be relevant to you, or perhaps you could start to make some gifts now which will help restructure your estate in a tax efficient manner.

Investments & Savings

Our clients are at the heart of what we do and your long-term goals are central to planning how you save now for your own future and that of your dependants. We’ll give you bespoke advice based on whether you have a lump sum to invest from an inheritance, a work bonus or pension capital. Or you may wish to put away a regular amount to build a capital sum in the future, perhaps to fund your children’s school or university education. We will look at making your savings as tax-efficient as possible.

Protection

In common with many people you may have a life assurance plan which you took out with a mortgage, or some workplace benefits, but how much thought have you given to whether this really is enough to protect your family in the event of an unexpected predicament? There are many types of insurance and protection plans you can put in place to look after you, your loved ones and we can help you decide which ones are right for you.

Pensions

Whether you are in the throes of your career or closer to your retirement, the subject of retirement planning can be a complex and confusing one but the aim is always the same, to provide a comfortable and dependable level of income for you and your family during your retirement years. Our experienced advisers can guide you through to finding the best solution for your individual circumstances. We can review your current arrangements and offer advice on consolidation, drawdown, annuities or overseas pensions.

Trusts

A trust is simply a way to ensure that the right money gets to the right individual at the right time, whether that is during your lifetime or as an inheritance you intend to leave to someone else. The hard part is making sure that you use the right type of trust to ensure this happens as per your intentions so let our experts guide you through the process and the legal forms required.

Estate & Inheritance Tax Planning

Let us guide you through the maze of rules and reliefs that apply when organising how and to whom you will leave your estate. It may be that putting some assets in trust could be relevant to you, or perhaps you could start to make some gifts now which will help restructure your estate in a tax efficient manner.

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