Wealth Management for wealthy individuals with more complex affairs will find enormous benefits from tax management

Our wealth management services include:

  • Yearly financial review detailing net spendable income after considering incomings, outgoings and tax
  • Yearly personal balance sheet that gives a clear picture of your wealth
  • Advice on tax efficient products – retirement, moving overseas etc
  • Summary of IHT position
  • Optional review of your Will
  • Advice on contributing to Personal pensions and claiming back the appropriate higher rate tax relief
  • Discussing ISAs and other tax efficient investments such as, Enterprise Investment Scheme (EIS), Seed EIS and Venture Capital Trusts (VCT)