Having accumulated or inherited personal wealth, clients often need advice on how and where to invest over the medium or long-term to generate inflation-beating growth or an income to complement their lifestyle, in the most tax-efficient environment.
Families often need a clear Financial Plan to achieve their aspirations, such as buying a family home or helping children with the cost of education. Developing a financial plan may involve budgeting, restructuring liabilities, and using disposable income to create a saving strategy, retirement plan or to ensure that goals are not compromised by a death or illness in the family.
Business owners face many challenges with which we can offer help and support. From understanding how to extract profit tax-efficiently and to protect shareholders’ investments, to attracting and retaining staff with a remuneration package that beats competitors, but doesn’t cost the earth.
We work alongside a select number of like-minded professional partners including solicitors and accountants to provide integrated advice to individual clients, families, trustees and businesses. Examples of areas where we can benefit your clients include trust and estate planning, mitigating tax, and tax efficient planning during divorce settlements, business succession, or personal injury claims.