Tailored Wealth Planning

Tailored Wealth Planning

Take care of the future for you and your family.

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WEALTH PLANNING
With the right wealth plan, you’re on the right path
Wealth means something different for everyone. That’s why you need a Wealth Plan that’s as individual as you are, inspired by your ambitions and tailored to your goals. Wealth Planning goes beyond simply finances, taking care of what really matters in every aspect of your life. That’s why we always look at the bigger picture, helping you make decisions now that will bring peace of mind and a clearer future for you and your family. See why this works.
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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.

Investing puts your capital at risk. Tax treatment depends on individual circumstances and is subject to change. Lending is subject to status.


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Download our guide to learn more about what’s involved in Wealth Planning

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. 

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"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.”

Mr & Mrs Flood

Download Your Guide to Wealth Planning
We have years of experience in Wealth Planning, helping a diverse range of clients plan their wealth in ways that maximise its impact for family, friends and good causes. Bring our expertise to your future plans and discover how to achieve your goals. Start your Wealth Planning journey today. Complete the form below to receive your guide.
Why partner with Brown Shipley for Wealth Planning
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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.