INTRODUCTION

A white background with a black and white quote.

Investment Planning in Surrey
Financial Services
You Can Trust

Our investment planning services are designed to help you make smart decisions with your money. We work closely with you to understand your goals, risk tolerance, and current situation, then create a personalised financial strategy that maximises growth while managing risk. From choosing the right investment vehicles to using tax-efficient strategies, we ensure your money is working hard for your future. Whether you're building wealth or planning retirement, our financial services will guide you every step of the way.

To learn what previous Surrey clients have said about our financial services, we kindly invite you to visit our testimonials page.

View Service

COMMON CONCERNS

Case Studies

Common Concerns and How to Combat Them

“So you don’t think you need to do anything to mitigate Inheritance Tax?”

“Inheritance Tax is only paid by the rich, and anyway, all my assets will pass to my spouse.”

“I have considerable assets but need the income to live well.”

“It all sounds very complicated to me.”

“It‘s not an issue as my estate can pay any tax owing.”

“Can’t I give some of my capital to my children whilst I am still alive?”

“I have taken some life assurance policies, so I am alright, surely?”

Food For Thought

Inheritance Tax is, in essence, a voluntary tax, as there are many steps one can take to mitigate its effects.
When investment planning, it is essential to make a will to ensure the benefits of your Estate pass to those you choose, as opposed to those chosen by the State.
Then make a Will Trust so you can benefit from utilising the nil rate band for both spouses, which could save you in excess of £100,000 in unnecessary tax payments.
Where possible, ensure all insurance policies are written in Trust. Protect the value of your Estate and do not increase the tax burden.
Trusts can be arranged to safeguard your assets, but significant changes in the budget of 2006 have restricted choice.

FINANCIAL STRATEGY

Get A Quote

Creating a Financial Strategy That Protects Your Assets

We utilise our expert knowledge of the legal and financial aspects of pensions and investments to design a bespoke protection plan tailored to your specific needs. Once asset analysis is completed and a plan is in place, our Surrey-based team will actively monitor and maintain this plan for as long as we work with you, ensuring your financial future remains secure and well-managed. With the ongoing oversight of our financial services, you can have peace of mind knowing that your financial future is in safe hands.

Enquire Now

Investment Planning in Surrey Financial Services You Can Trust

Common Concerns and How to Combat Them

Food For Thought

Inheritance Tax is, in essence, a voluntary tax, as there are many steps one can take to mitigate its effects.

When investment planning, it is essential to make a will to ensure the benefits of your Estate pass to those you choose, as opposed to those chosen by the State.

Then make a Will Trust so you can benefit from utilising the nil rate band for both spouses, which could save you in excess of £100,000 in unnecessary tax payments.

Where possible, ensure all insurance policies are written in Trust. Protect the value of your Estate and do not increase the tax burden.

Trusts can be arranged to safeguard your assets, but significant changes in the budget of 2006 have restricted choice.

Creating a Financial Strategy That Protects Your Assets

Investment Planning in Surrey
Financial Services
You Can Trust