Distributing Wealth

At some stage in our financial future, we must make arrangements to distribute the wealth we have created.

The distribution of wealth is dealt with by two specialised services, Retirement Planning and Estate Planning.

Retirement Planning involves the development of specific planning and investment strategies that recognise the need for income to be derived from the wealth created. Investment strategies are developed to provide the flexibility and security of income linked to your specific needs and which aim to make use of the taxation and pension regulations that apply to retirees.

Estate Planning encompasses how you intend to deal with your estate on death and the development of strategies that fully utilise the allowances available that will minimise the effect Inheritance Tax will have on your estate. Estate Planning extends beyond eventual death to the effective on-going management of trusts that will ensure your wishes are correctly dealt with and your legacy delivered to your beneficiaries.