• Helping you take control of your finances Helping you take control of your finances
  • The perfect fit for your finances The perfect fit for your finances
  • Precision and control for your finances Precision and control for your finances
  • Enhanced financial security and trust Enhanced financial security and trust

Wealth Preservation

For most people, having strategies in place to preserve, build on and manage their wealth is essential.

We'll suggest ways of preserving your wealth as tax efficiently as possible, drawing on a range of approaches - such as estate planning, tax planning and trusts - and putting the plans we agree with you into effective action. We'll also work collaboratively with other professionals where appropriate, such as your accountant and solicitor.

“You have had the care of our finances for the past 16 years. During these difficult economic times, due to your professional skill and sense of timing, we have fared quite a lot better than most.

Minimisation of inheritance tax is a prime concern for many, and an issue that we are particularly experienced in helping with. Placing investments into trusts and helping you make best use of them is one option. These can be a simple trust linked to a life insurance policy or a bespoke trust created in conjunction with your solicitor. We can also help and advise trustees on their trust management obligations.

Ultimately, we'll work to safeguard you, your family and future generations financially so that what you've worked hard for benefits from the best possible productivity and protection.