FINANCIAL PLANNING

Now, more than ever before, with global financial markets in disarray, it’s vital to take reliable professional advice about investments, savings, pensions and all other financial issues. We have provided our clients with sensible, expert input during both upturns and downturns for over 30 years.

It’s not just about getting a solid short-, medium- and long-term return on your investments – it’s also about ensuring that your money is safely ring-fenced against any eventuality. We have developed some sound, sensible strategies for defensive investing and flexible forward planning.

Tax avoidance doesn’t have to be taxing

Another key aspect of financial planning is defending your assets against unnecessary tax charges. We can assist you in that area by providing information and guidance about legitimate, tried and tested tax avoidance measures, such as trusts, estate planning and inheritance tax planning.

The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

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