How do we do this.
The first aim to create and maintain Wealth is achieved through detailed financial planning. Using cash flow modelling, each client’s financial goals are mapped out over their Lifetime, taking into account any changes along the way. A Financial Roadmap gives a client the best means of achieving their ideal Lifestyle, as well as keeping it on track, particularly as we are all living much longer and need to ensure our money never runs out.
The second aim is achieved by using various Trust and Estate Planning strategies in conjunction with our partners, Countrywide Tax & Trust Corporation Ltd. This prevents client’s assets being under attack in the following scenarios:
- Going into care and assets being paid to Local Authorities to pay for Care
- Future re-marriage or divorce potentially disinheriting children
- Potential Inheritance tax being paid on the same assets being passed down the generations time and time again
- Creditors taking assets in the event of bankruptcy to any party