Business owners have a lot to gain through having a wealth manager align their business and personal financial strategies, particularly when it comes to private client lending.
Foreboding about an overhaul of the Capital Gains Tax regime has added to existing concerns on Inheritance Tax, all while investors struggle to make sense of the current investment environment.
Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.
Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.
Users are coming to our service with a huge array of financial challenges, and it may surprise readers to learn just how helpful wealth managers can be in a crisis.