We recognise that entrepreneurs and professionals require specialist expert financial and investment advice.
Often your finances may be complex and you may have little time to attend to investments or pension planning.
As such, we have developed particular expertise advising professional clients, including solicitors, accountants, doctors and dentists, as well as business owners and company executives.
We understand the unique challenges you face and how to help you achieve your financial objectives.
Our focus with you would typically include:
Comprehensive financial plan with cashflow modelling
Exit strategy from the business
Pension/retirement planning
Personal investments
Corporate investments
Tax planning, both lifetime and Inheritance tax
Estate planning
Shareholder agreement
Shareholder protection
Key person protection
Life assurance personally and for any loans
Income protection/Critical illness protection
Our focus with you would typically include:
We work extensively with solicitors and other professionals to help mutual clients with:
Our focus with you would typically include:
We work extensively with accountants and other professionals to help mutual clients with:
Our focus with you would typically include:
Our focus with you would typically include:
Our focus with you would typically include:
Detailed discussion with you to ensure a clear basis of understanding for the investment strategy. In particular, clarity in respect of investment risk, time horizons, potential beneficiaries, income requirements and tax considerations.
Some trusts may require a careful balance between income and capital, whilst others may require a low income to accumulate capital tax efficiently.
Attorneys may require a high level of income to support care fees, often wishing to minimise risk as far as possible.
For both trustees and attorneys, we are able to tailor a bespoke strategy and deliver it with tax efficiency.
