Protecting Your Wealth

Minimise threats to your estate and your business. Ensure your family receive what is rightfully theirs.

We work with you to put measures in place which protect your business, your estate and your family from financial threats.

Financial threats:

  • Income tax
  • Capital gains tax
  • Inheritance tax
  • Long term care
  • Divorce

We work closely with specialist legal experts, who offer a range of real life solutions for the protection of your wealth, both personal and business. These solutions are varied and will depend on your own personal circumstances.

Services include:

  • Guidance on the provision of Wills and trusts (including IHT and property protection)
  • Inheritance and Power of Attorney advice (bloodline planning)
  • Business protection

Wills and trusts are not regulated by the FCA.