Business Succession
Hard work and dedication have meant that you have been able to build up a sound business to benefit you and your family and naturally you want to ensure that your loved ones are provided for in the event of your death.
Why business protection?
Without a valid Will the deceased’s share would be subject to the Laws of Intestacy and the person who inherits may not be the intended beneficiary. We can help you design a business protection strategy that best suits your requirements. Learn more about our business protection services.
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Pensions & Investments
In the climate of increased taxation, ideally you need a personalised retirement plan that focuses on your wealth protection and growth.
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Trusts
Trusts have been instrumental in mitigation tax since medieval times, since then, there have been many changes to trusts and their uses and equally to their inland revenue rules which affect them.
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Inheritance Tax Planning
Inheritance tax is more about what you own at the time of death and less about what you owe. It’s also payable on assets you may have given away during your lifetime.
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Independent Financial Advice
For business owners and individuals with a broad range of interests, accessing the right financial expertise is vital.
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Family Succession
We provide a truly independent advisory service to our clients; our IFA’s are highly qualified experienced individuals with a broad range of investment solutions for all our clients objectives.
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