Planning for the Future
Not started planning yet
You may have built up some considerable wealth and are concerned about what might happen to your assets after you have passed away. We can help you understand how the current IHT rules might impact your estate, discuss your objectives in more detail, and work with you to put a plan together to restructure your estate where necessary, to help pass onto your chosen beneficiaries as tax efficiently as possible.
Reviewing your Existing Plans
You may already have plans in place for IHT but haven’t reviewed them for a while to ensure they are still fit for purpose. We can review your current arrangements and advise you on whether they are still appropriate for your circumstances, or whether there might a better solution to suit your objectives and budget.
After we have put a plan in place to help you mitigate IHT where possible, we will meet you at least annually to review it. At the meeting we will re-discuss your budget, financial goals and objectives, attitude to risk, and performance of any investments we look after for you. The meeting is followed up by a written report setting out the results of the review and confirming any changes to be made.
The first step is to get in contact with our Glasgow office to arrange a meeting with our Senior financial adviser Paul Angell. Following on from this, your financial situation along with your needs and goals will be examined and considered.
I initially invested a modest sum from my deposit savings with Paul as I was disappointed with the returns from my bank. Ever since, Paul & I meet for an annual review and being delighted with the growth I have made to date, I frequently invest more of my capital.