Individuals, companies and trusts invest for a reason. It can be for income or growth or a combination of the two.
We will help by:
- Collecting relevant facts to understand your current position and evaluating and adopting your existing arrangements.
- Establishing your financial objectives, tolerance to risk and required liquidity.
- Producing a financial plan.
- Establishing a suitable asset allocation to match your attitude towards investment risk.
- Identifying the most tax efficient wrappers and construct a suitable investment portfolio.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
Wealth Preservation – planning for later life and inheritance Issues
Financial Planning for wealth preservation in later life including Inheritance Tax planning can be complex and require specialist knowledge.
We will help by:
- Providing appropriate investment strategies, perhaps geared towards capital preservation rather than capital growth, to generate or increase income in a tax efficient way.
- Implementing Inheritance Tax mitigation strategies whilst retaining sufficient assets to ensure a client’s own financial security. This could be achieved by utilising a wide range of trust and investment based approaches which are designed to meet both aims.
- Arranging a client’s affairs so that their estate passes to their chosen beneficiaries in a cost efficient way, without compromising financial security during their lifetime.
The Financial Conduct Authority does not regulate Tax or estate planning.
