Personal Wealth Management
As independent financial advisers we are well placed to
review all your investments and highlight new opportunities.
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details
We can advise on setting up EIS and Venture Capital Schemes
(VCT).
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details
We can provide advice on reducing Capital Gains Tax (CGT),
using either your CGT allowances or arranging your assets
or the taxable transaction in such a way that CGT is mitigated..
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The Last Will & Testament forms the backbone of any
cohesive Inheritance Tax (IHT) plan.
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for more details
Despite 'simplification', pensions are still fairly complex
and a number of opportunities could easily be missed without
proper planning.
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In the event of premature death or serious illness, the
effect upon your financial plans can be catastrophic.
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details
After a detailed assessment of your attitude to risk, we
will design a suitable investment portfolio to help achieve
your financial goals.
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