People with wealth
If you’ve built up wealth over your lifetime, it can become difficult to determine whether your money is being managed as effectively as it could be.
If you’ve built up wealth over your lifetime, it can become difficult to determine whether your money is being managed as effectively as it could be.
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And whilst your wealth represents plenty of opportunities, it can also bring added complexity to your future planning. Whether you’re yet to retire or already in retirement, have received an inheritance or a high salary throughout your career, ensuring your wealth is best placed to achieve your aspirations is essential. You certainly have things you want to achieve, both now and in the future; you’re also aware of the threat Inheritance Tax poses on your estate. Alone, it’s difficult to know if you’re spending and saving in a way that best suits the lifestyle you want to enjoy, as well as the future you desire for your loved ones.
Establish your goals and ambitions in order to consider where you are now versus where you want to be
Implement an estate planning strategy to ensure your assets are distributed as you wish them to be after your death
Review your current financial situation and establish the full range of opportunities open to you
Help you to reduce the amount of Inheritance Tax you pay, so that more is left to your loved ones
Ensure you’re taking the right amount of risk with your wealth
Work with you on an ongoing basis to keep your plan on track and to review any changing needs along the way