Managing your private wealth
Your success as a growing business means you’re creating personal wealth that you’ve perhaps not had before. So, how do you get it out of your company as effectively as possible, and maximise your investment returns?
Working towards your financial freedom
We won’t actually talk to you about money to start with – our service focuses on you rather than financial products. We’ll want to understand how you’ve got to where you are today, what drives you and where you see yourself in 5 or 10 years’ time. Once we’ve identified your lifestyle needs, we’ll help you work towards the financial freedom to achieve it.
Building up wealth in your growing business is a lovely problem to have. Perhaps it’s one you haven’t had before, or maybe you want to review what you’re doing with it at the moment. Either way, we invite you to sit down with us for a chat.
We’ll help you answer those big life questions:
- When can I afford to retire?
- When can I stop doing what I don’t want to do?
- How do I look after my family?
Our private wealth services at a glance
- Inheritance tax health checks
- Advice on trusts and family investment companies (FICs)
- Capital gains tax advice
- Exit and succession planning