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You have had a successful career and can point to an impressive collection of property and liquidity assets. You have little or no debt and are proud of Estate Accumulation. You need to rethink, to change course and focus on tax efficient Estate Decumulation. You want to keep your wealth in the family.
You have worked hard and always done the right thing. You have looked after your own and helped others. You now need to look forward, to best ensure that your assets pass to your beneficiaries, but you are frustrated by HMRC’s gifting allowances, which make you feel like you must relinquish access and control.
Living well is extremely important to you, but you must also focus on the future, for you and your family. You are looking for a flexible approach to later life planning, one that allows you to live the life you want then pass it on to those that you leave. You wish to reduce taxation, improve profits and preserve assets.
We have been in the private client business since 2002, focusing on those with substantial net worth, always far greater than the much lesser tax free estate allowances. We have seen many different challenges and have helped our clients plan for so many needs, wants and dreams. We deliver Wealth Strategy.
We believe that Wealth Strategy has a formula, which includes our Lifetime Navigator™ and Portfolio Analytics™ services. Our proven process can empower you to live the life you want whilst here and pass the legacy you wish to leave when you are gone, so you too can attain complete Wealth Freedom.
Of course, it is a little more complicated than this, but our unique combination of ‘wealth’ and ‘legacy’ professions, underpins our never-ending pursuit of Wealth Mastery for our clients. You see, we go far beyond traditional financial advice and we hope you will ask us to show you a better way. We can be your who for your how.