About You

Who we help

Planning for Retirement

Individuals and business owners who’ve accumulated wealth in the form of investments, pensions and savings and have decided to place greater emphasis on planning for their retirement.

If nearing retirement, they’ll have important lifestyle and income decisions to make, and may need to review their overall investment, risk and tax strategy.

People Experiencing Change

Change can occur for any number of reasons, for example:

  • birth or marriage.
  • receiving an inheritance or windfall.
  • bereavement or divorce.
  • selling a business or property.

Priorities may include replacing lost income or earnings, adapting finances to suit a new lifestyle or looking at ways to reduce a tax liability.

In Retirement

Priorities include management and monitoring of their retirement income and risk strategy, Inheritance Tax planning and later life provision.

Trustees & Powers of Attorney

Key priorities include establishing and maintaining a tax efficient investment strategy for income or growth. Trustees and Attorneys have a legal duty of care to beneficiaries and are required to employ professional advice if they lack the necessary knowledge or experience.

What we ask of you

It’s in your interests to approach the planning process with an open mind. So we can be sure that your plan will stand the test of time, it may be necessary to challenge certain beliefs or potentially limiting approaches to financial planning. Being open about your circumstances and aspirations enables us to see the big picture and will ultimately be to your benefit.

The questions we answer

  • What will my financial worth be in 5, 10 or 15 years from now?
  • How much money do I need to retire comfortably?
  • Am I being realistic about my long-term financial goals?
  • What level of risk-return is right for me at this stage?
  • How can I extract money from my business tax efficiently?
  • How much can I afford to gift to my children? How else can I reduce Inheritance Tax?
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