Wealth Preservation

We'll suggest ways of preserving your wealth as tax efficiently as possible

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.

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Service Summary

  • Manage wealth
  • Collaborate with other professionals
  • Minimisation of inheritance tax
  • Safeguard you, your family & future generations
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Expert Financial Services

Our wide range of services are aimed at strengthening and benefitting your financial position, whether for you individually or in conjunction with your business. Our financial services cover full range of private, professional and corporate financial planning and management services. Whatever advice you need, our highly experienced and friendly financial advisers will provide expert, unbiased advice.

 

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Financial Planning

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Pensions & Investments

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Wealth Preservation

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Corporate Services

Request a Call Back

If you would like one of our friendly team to call you back, please fill out the form. Alternatively, our contact details are below.

We look forward to speaking to you.

Hart Greaves LLP
Kelston Park
Bath
BA1 9AE
Tel: 01225 316416

E: [email protected]

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