Personal Finance

Financial Services | Inheritance Tax Planning | Long-Term Care Costs | Trusts

Financial Services (pensions, investments etc.) - we work closely with independent financial advisors, and match your needs to the appropriate advisor. One of the advisors we work closely with specialises in high net wealth individuals, and larger company pension schemes.

Inheritance Tax Planning - why pay tax again on wealth that's been taxed at least once already?  We help clients with their plans to minimise the effect of Inheritance Tax, and work closely with our Financial Advisor and Solicitor contacts. We recognise that Estate Planning is not just about tax, and adopt a common sense approach.

Long-Term Care Costs - many people are concerned about the financial effect on their assets of long-term care costs, if care is ever needed. We have associate advisors who specialise in this area, and can advise you accordingly.

Trusts - trusts can be used both as part of a wealth protection strategy to protect assets, and as tax planning vehicles, particularly as part of inheritance tax planning. We work closely with our Financial Advisor associates, who specialise in high net worth individuals and the appropriate use of trusts. We deal with all trust accounting and tax matters on your behalf.