Before we begin our assessment we listen to your objectives and aspirations in life. We will take a picture of where you are now and then discuss where you want to be. We can then measure how much we can make a difference and can add considerable value to your estate by implementing our proven solutions.
1. Have a much clearer view of where you are going in life.
2. Reduce the stress involved.
3. Be in control of your assets during your lifetime, on track and have peace of mind to control what will happen to your assets in the event of your untimely death.
Our effective, designed Solutions can involve individual Trust products or custom advice and planning frameworks. Trusts which are utilised are typically family controlled, and our Solutions are guaranteed by legal partners. Our Trust Solutions are created during the lifetime of the client and can receive life assurance/death in service/pension plans/scheme benefits from multiple providers in a tax efficient way.
The Business Framework is a comprehensively designed solution for clients with qualifying business assets and other estate assets. Designed to address the specialist needs of business owners. The Framework can deliver significant additional tax planning opportunities, which are frequently over looked as well as protective family succession. Comprehensive review available.