Client Services

As wealth and tax management specialists genrally advising people who are retired or nearly retired and comfortably off we have a range of services based on our speciality.

ANNUAL REVIEWS

We conduct annual reviews with our clients to review the performance of their investments and pensions and to ensure their assets are being managed tax efficiently.  We include annual valuations.  At each meeting we update their records and find out what changes have occurred since the previous year.  We also ascertain whther or not their lifestyle and financial planning goals have changed for the future.  We then make appropriate recommendations in line with the changes and their new goals.  Most reviews are conducted face-to-face but remote reviews by telephone, post or email for example are possible.

LIFETIME CASHFLOW FORECASTS

Many clients find our lifetime cashflow forecast service very useful.  Basically we gather together details of clients assets and liabilities and income and expenditure and then project forward to age 100 based on agreed assumptions about inflation, interest rates etc.  This then enables clients to confidently plan their finances ahead knowing what is likely to happen to them financially in the years ahead.  This service is usually of great comfort to our clients who get much reassurance form the forecasts that they will never run out of money!

INHERITANCE TAX CALCULATOR

We have a simple Inheritance Tax Calculator which highlights how much Inheritance Tax your estate could suffer on your death or, in the case of a married couple, on the second of your deaths.

SEMINARS

We run regular investment and Inheritance Tax seminars. Click here to book on our seminars.