Services

Investment & Portfolio Management

 

  • Creating and managing bespoke investment strategies and portfolios

  • Whole of market investments

  • Identifying short and long term objectives

  • Tax privileged investment solutions - ISA / EIS / VCT

  • Ongoing advice

Tax Planning

 

  • Mitigation of Income and Capital Gains tax

  • Advice on tax relief vehicles and entitlements

Estate Planning

 

  • Succession and Inheritance Tax (IHT) planning

  • Use of tax free gifting protocols

  • Use of Trusts to ensure that donors wishes are secured and beneficiaries protected

  • Preservation of family wealth

Retirement Planning

 

  • Structuring pension investments

  • Money purchase and defined contribution schemes

  • Self Invested Personal Pensions (SIPPs)

  • Optimising the benefits of new legislation in connection with the pension freedoms

  • Wills and Powers of Attorney

“Luck is what happens when preparation meets opportunity”

— Seneca