| Adding Long Term Value |
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We offer our clients a range of value added services designed to cover our broad spectrum of advice areas and create compelling long term value for our clients. Though many often consider these as ancillary services, they are more often than not embedded and incorporated when devising bespoke plans for each one of our clients. So in the case of devising a plan for a client we would look to set up and manage the clients financial affairs within a tax efficient structure; seek to ensure the appropriate allowances and tax breaks were made use of; apply and manage the right trust structure if deemed necessary as well as factoring in any other measures which may be relevant to that specific client. Other value added services include but not limited to aspects such as Tax PlanningWe will help reduce your tax bill through the appropriate use of tax rules, tax efficient structures and tax favoured investment vehicles.Long-term Care PlanningAn ageing population and increasing life expectancy are making provision for care in old age an evermore prevalent issue for clients.We will help you avoid the burden of long term care cost by ensuring that any future need for care can be effectively financed from your existing assets whilst aiming to preserve your wealth. Estate PlanningWhile a properly written will is the foundation of an effective plan to preserve and distribute wealth on death,our service enhances the estate planning process, helping clients make best use of available inheritance tax reliefs and allowances, through to strategic investment and insurance planning.We will develop strategies to ensure that your assets will be distributed according to your wishes and focus on reducing the tax payable on wealth passed to your beneficiaries. Probate PlanningOur services extend to providing help and advice to family members dealing with the immediate financial upheaval in the event of death.Overall we are constantly seeking to add long term value to our clients and make it easier and simpler for our clients to manage their wealth and to establish effective ways to protect and enhance their future prosperity. |