Actioning your plan

With your approval we will implement any agreed strategies to help you achieve your objectives which will focus on:

  • Structuring your financial affairs so you minimise your tax liabilities

  • Building, protecting and sustaining your wealth by crafting a transparent, low cost investment strategy matched to your lifestyle objectives

  • Ensuring you and your family are financially secure whatever happens, and if you own a business, protecting the ownership and the value of your business in the event of catastrophe

  • Minimising the exposure of your estate to Inheritance Tax and maximising the efficient transfer of wealth down the family blood line.

At this stage, we may bring in other carefully selected professionals to deliver an integrated advice service to ensure the best possible outcome for you.