Financial Advisers

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Savings & Estate Planning
(Inheritance Tax).

We offer a wide range of Savings and Estate Planning (Inheritance Tax) products and services. Often people think inheritance tax is reserved for just the rich and famous, but this is certainly not the case.

Often if you own your own home or have a large amount saved, your estate could be subject to inheritance tax if the combined amount of assets is over £325,000 (current inheritance tax threshold).

If you require any advice about Inheritance Tax
Planning, Inter-Generational Planning
or Succession
please schedule a consultation with one of
our specialist advisers.

Tax Efficient Investments
- ISA’s, JISA’s, Lifetime ISA’s.

We offer a wide range of Tax Efficient Investments services to ensure you are depositing your hard earned money in the most tax efficient investments such as ISA’s.

Often, it can be overwhelming with the number of products on the market which one is the right one to choose. Our specialists can help guide you through the minefield and simplify which products are right for you so you can start getting the most from your investments.

Many thanks for your advice regarding my estate tax planning. Your straight talking and knowledgeable approach enabled me to easily understand the options available to me. I have confidence in your advice and would not hesitate to recommend you to others. Once again, thanks for everything. Friendly Staff!

Colin M.

Investment Bonds

Our advice is tailored around your personalised needs to ensure you get the most from your money. Investment Bonds include an element of life assurance and are one off investments. The underlying investments are professionally managed and the funds you choose will be determined by your attitude to risk.

Our specialists will discover your attitude to risk and your investment goals and compile a range of suitable products. The potential advantages are the ability to place the contracts under trust in order to mitigate potential Inheritance Tax whilst providing access to income in a tax efficient way.

General Investment Accounts

We offer advice relating to General investment Accounts. Though stocks and shares typically offer a higher return, they are not without risk and markets can fall and you could be left with less than you invested.

These types of products offer the opportunity to take control of your own financial goals. You can access your money at any time and begin with only a small amount of investment. To find out more speak with one of our specialists and find out whether General Investment Accounts are right for you.

***This investment may fall as well as rise, you may not get back what you put in.***

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