Q: What types of people become clients?
A: Most new clients have overall assets in excess of £1 million. They are referred to us for advice relating to our speciality in Estate planning and Inheritance Tax planning. These are considered to be the most difficult areas of financial planning and so require specialist advisers. Even so, we are happy to help most people who meet our client criteria.
Most new clients have current assets valued in excess of £1 million. This includes the following assets:
- Current equity in their main residence and other property in the UK or abroad
- Current saleable value of their business shares if applicable
- Total current value of cash, pensions and investments less the value of any debts
- Current value of other assets such as royalties or trust funds
How do I know you can help me?
We have been financial planners working with wealthy clients on their financial plans and providing inheritance tax advice for over 16 years so it is unlikely we cannot help you. Firstly have a look around this website in particular – our services, our approach and our service guarantee sections.
Any questions on if you should consider becoming a client?
Please call us or Email us.
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- The Passing Of Business Shares On Death
- Inheritance Tax Planning for Cohabiting Couples
- 7 steps to reduce your inheritance tax bill
- HMRC Challenges Tax Avoidance
- 3 things to consider when thinking of selling your business
- Unsuspecting consumers being hit by IHT bills
- Call to change tax rules
- Five good reasons to use a trust
- Deed of variation
- Complex rules on inheritance tax
- You will need to review your will
- New inheritance tax allowance for homes: six things you didn’t know
- Who should you leave your home to on death?
- When is a gift not a gift?
- The tax advantages of getting married
- Why do you need both a will and a trust?
- Gifts from your income