Investment Planning

We have a wealth of experience in the area of Estate Planning and Trusts with three of our advisers having completed Society of Trust and Estate Practitioners’ (STEP) qualifications.

As part of the financial planning process we will incorporate the use of suitable Trusts and estate planning strategies to ensure that both you and future generations are protected from the damaging consequences of events such as separation, divorce and bankruptcy.

In achieving this objective we will work closely with your Solicitor ensuring that the solutions put in place complement each other.

We also advise on Inheritance Tax mitigation, which can be achieved through careful planning and we have knowledge of a range of Trusts designed specifically for this purpose.

Where a Trust is in place, the Trustees have a responsibility under the Trustee Act 2000 to seek professional investment advice. We will tailor a portfolio to meet with a Trust’s specific objectives, ensuring that the needs of the beneficiaries are met and we will provide regular investment reviews and valuations.

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