Working with Professional Partners

In order to provide our clients with a fully integrated service we invest time and resources into building long-term and trusting relationships with other professional firms.

This is important because we take a holistic view when advising business owners, wealthy individuals and those at later life about their varied, and often quite complex, financial affairs. In the course of our discussions we often identify areas to be addressed that fall outside our area of expertise.
This is where we believe we can work together with our professional partners to complement each other’s business and ultimately provide the best possible outcome for our respective clients.

The specific areas we can work with you to add value to your client’s experience vary greatly and range from succession planning, wealth management, trustee investments and estate planning.

A summary of client’s we work with and the typical areas in which we can help are detailed below:

  • Ensuring the business is protected against certain eventualities that could impact upon the future security of the organisation through the use of appropriate insurances; Shareholder protection and keyman insurances
  • Adding value within the organization whilst increasing employee engagement through the use of employee benefits; death in service, health insurance and pensions
  • Setting aside corporate capital, so any surplus cash is working better than that provided by standard cash deposit account with use of conservative investments
    Extracting company money in an effective way, reducing corporation tax whilst providing future security and income for the business owner(s) through the use of a pension vehicle
  • Setting aside business sale proceeds with the implementation of a cost effective and sophisticated investment strategy based on years of scientific academic research
  • Providing holistic financial planning, taking into consideration their desired lifestyle, life goals and aspirations with the use of cashflow forecasting
  • Setting aside capital with the implementation of a cost effective and sophisticated investment strategy, based on years of scientific academic research
  • Providing on-going wealth management; review of investment, financial plan, maximizing the most tax-efficient investment vehicles and use of all available allowances
  • Review and consideration around estate planning issues; options to reduce or mitigate inheritance tax, helping to ensure clients wealth passes down their bloodline effectively
  • Setting aside a proportion of the estate, which will continue to help towards the ongoing cost of meeting care fees, indefinitely if needed
  • Where available helping to retain a proportion of the family estate, setting aside into a conservative investment, which is suitable for those at a later stage in their lifetime
  • Review and consideration around estate planning issues; options to reduce or mitigate inheritance tax, helping to ensure clients wealth passes down their bloodline effectively

The cost of our services depends on the basis of advice taken up and the amount of work involved.

We provide all prospective clients with an initial consultation of 1 hour at the cost of the firm, this providing the perfect opportunity for your clients to have an open discussion with us and to assess whether we are a suitable match to work together going forward.

If you would like to get together over a coffee and find out more about how we can help one another and our respective clients, please do not hesitate to make contact with us.

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