Life Planning, Tax Planning, Asset Management & Consultancy for Private and Corporate Clients
Your Personal Focus™ is our comprehensive offering for Private Clients, which addresses the five key problems that in our experience are most commonly encountered by these individuals. However, it should be noted that all of our solutions are modular and can be undertaken in isolation.
The solutions we have created are shown in each oval and by clicking each of them a summary of the typical problem is listed, together with a brief explanation of how our solution addresses the problem.
Some of our solutions are provided by our Strategic Business Partners - full details of which will be provided wherever relevant.
Your Personal Focus
In today's busy lifestyle there is often insufficient time to focus on what is truly important to you and to fully understand your 'number'
has been developed to help you fully understand your aspirations, goals and desires.
It is complemented by a lifetime cash-flow forecasting process that will help us to establish if you have the financial resources in place to enable and maintain the lifestyle you wish to lead (your 'number' ), whilst also understanding the level of risk you need to take to provide/maintain the resources.
There is often insufficient clarity with regard to career development and an understanding of the level of resource required in order to provide financial freedom.
has been developed to help us determine your career goals and specifically look at the level of income required to enable you to live the lifestyle you wish to lead.
Tax can be a major frustration in today’s society, in particular the amount that has to be paid and a feeling by individuals that tax is not applied equally in society.
has been developed to review all major personal taxes, with the intention of ensuring that all statutory reliefs are being utilised to reduce taxes and/or increase wealth.
A considerable amount of anxiety and frustration surrounds the current levels of inheritance tax that apply to our clients’ and potentially also their beneficiaries’ estates, alongside current or future generations family assets being lost to non-bloodline relatives due to divorce or failed relationships (‘social impact’).
has been developed to ensure family assets pass to those intended as swiftly as possible, whilst minimising inheritance tax and protecting family assets against the effects of ‘social impact’.
The absence of the necessary legal documentation in the event of lack of mental capacity, can cause significant delays with or prohibit family assets being utilised, whilst also interfering with how loved ones may be cared for in this situation.
has been developed to put in place clear and concise instructions with the Office of the Public Guardian, so that in the event you lose capacity, your wishes will be carried out both from a financial and health and welfare perspective by your chosen loved and trusted ones.