Estate &
Inheritance Planning
Estate &
Inheritance Planning
As part of a client’s overall financial plan, some of the key objectives are the protection of wealth and income during your lifetime, followed by the preservation of wealth as it passes from one generation to the next.
Estate planning initially encompasses protection for your family, protecting the value of your business, protecting your income, protecting your wealth over your lifetime and then ensuring that your assets pass to your beneficiaries as tax efficiently as possible.
To develop an effective long-term plan, we first need to take account of what your individual needs are both now and into the future. Once we know this, we can assist in putting a solution in place using the most suitable planning and tax efficient financial products available, including:
- Income Protection and Life/Mortgage Protection
- Pension related Life Cover
- Shareholder, Business and Keyman Cover to protect the value of your business.
- Section 72 & 73 Policies – provide for the tax efficient transfer on gifting or death
- Identifying the tax reliefs available, and clarifying how to avail of these (if appropriate)
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Financial
Planning
We provide a comprehensive customised approach to financial planning by considering our clients’ individual circumstances, needs and goals.
Retirement
Planning
We aim to support and guide clients through the decision-making process on the various areas and complexities of pensions and retirement planning to ensure for a secure and comfortable retirement.
Investments
Clients often seek assistance with developing a personalised investment strategy based on factors such as risk tolerance, time horizon, and financial objectives to determine the right mix of asset classes to optimize returns and manage risk.
Corporate
Offerings
Clients often seek guidance on the most effective ways to extract business profits, implement tailored investment strategies, and protect their companies to secure long-term financial stability and growth.
