WEALTH PLANNING
What does our guide cover?
Our guide explains how our approach to Wealth Planning looks at the whole picture for you and your family to help you achieve your financial goals. Discover 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 structures, pension planning, Inheritance Tax and estate planning to ensure your legacy is seamlessly passed down to future generations.
Explore all the different aspects that feed into your personalised wealth plan — financial and personal.
Discover how Wealth Planning helps to prepare for passing wealth to the next generation.
Understand why your investment preferences, immediate and longer term objectives, and personal knowledge and experience are key for creating a wealth plan.
Learn how we guide you through creating an effective wealth plan that’s tailored to your individual needs.
Mr & Mrs Flood
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.
Investing puts your capital at risk. Lending is subject to status.
