Professional Partners

If your client is a business owner, entrepreneur or successful individual we know that good advice will be important to them and that they will see you as part of their extended team.

We work closely with professionals like yourself to offer holistic advice to ensure their wealth is diversified, protected and ultimately allowing growth within the portfolio.

Estate planning can save a huge amount of tax. Inheritance tax is usually charged at 40% on anything above your nil rate band. Taking action early means more of your money will go to your beneficiaries. There are many ways to manage, reduce or eliminate an inheritance tax bill

Life can take many unexpected turns. It's never too early to plan for the unexpected. We help in preparing for life-changing events such as divorce or care in later life.