PLAN
Creating strong financial futures
We believe that the strongest financial futures are created by the most well thought through and executed plans. Creating a framework for your investments, your retirement provision and how your family will benefit should create clarity and peace of mind.
Wills
Wills are a crucial part of financial planning. Without a will your estate will be distributed according to intestacy rules and this can have unintended consequences. We can ensure you have the right will to compliment your financial arrangements and this can be backed up with the most appropriate trusts if and where relevant.
Intergenerational Planning
Intergenerational wealth management and planning is a relatively new concept, focused on how families can use their collective wealth to support each other during their lifetimes. It may be able to offer legitimate estate planning and tax mitigation opportunities, whilst helping to alleviate the financial burdens of everyday life for generations of families.
Estate Preservation
If you want to have control over what happens to your assets after your death, we believe that effective estate planning is essential. But it’s more than just good tax planning. Our process establishes a framework for your estate, ensuring each element is addressed and planned for accordingly.
Pensions
Pension planning is a critical part of financial planning, yet they can sometimes feel complicated and difficult to understand. This isn’t helped by the many changes there have been to pension legislation over the years. We can help you understand your options and put in place the right provision for the retirement you deserve.
