WEALTH PLANNING
Like all our services, our Wealth Planning begins with your needs and ambitions, always with an eye on how they may change over time.
We don’t just manage investment portfolios; we will consider how we can apply all of our resources to help you plan with the bigger picture in mind. We are able to help navigate the complexities of tax efficient investment structuring, pension planning, Inheritance Tax and estate planning to ensure your legacy is seamlessly passed down to future generations.
Regular meetings with your Client Advisor and Wealth Planner help us to ensure your plan is up to date and always ready for whatever challenges and opportunities come along. It’s this rounded and long-term approach that sees us looking after the needs of families for generations.
Our services cover:
Whatever your situation, we help you plan for a prosperous future. We help you:
We provide specialised advice and services that can potentially shelter part of your estate from inheritance tax. Our AIM Portfolio is made up of a diverse range of carefully selected companies that meet our strict investment criteria. With our AIM portfolio, you are able to retain control over your assets and the income they earn and we aim to provide capital gains as part of your overall inheritance tax plan.
Since moving to Brown Shipley, we have found a great level of personal service. Any questions we have are answered almost instantly and review meetings are arranged at a time and place to suit us. We are confident our wealth is in great hands.
*Subject to qualifying criteria.
Our Wealth Planning Service can involve investing your capital, which places it at risk. Investment risk means that the value of your investments or any income can fluctuate and you may not get back some, or the entire amount invested. We recommend that you seek professional tax advice to understand your personal tax liabilities. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.
Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.
IHT rules of England & Wales are subject to change.