Protect what

Wealth Management

 Making your money work for you. A major part we help with is how best to minimise tax and insure your wealth There are many factors invol;ved including your attitude to risk, etc. For more information or to set up a meeting please Contact Us.

Savings and Investments


Savings Calculator

This calculator helps your clients work out how much they need to save each month to meet their savings goal.

Cost of College Education Calculator

Use our Cost of College Education Calculator to work out the estimated costs of sending your children to college and see how much you might need to save each month to meet these college costs.

Estate/ Inheritance Tax Planning

 Planning involves the efficient transition of value from one generation to the next, be it under a will or during ones lifetime. A key consideration is to ensure the financial independence of the transferor.

We can help new in assisting your solicitor accountant with the implementation of the plan including:

  • Effective use of available reliefs
  • Threshold planning
  • Small gifts exemption
  • Section 72 Policies- type of death cover insurance policy from which the proceeds are tax free if used to settle an inheritance tax bill. Especially useful if possible inheritance tax bill on an illiquid asset such as the family home.
Tax efficient Business/ Corporate investments

 Regular savings and lump sum options available to make corporate money sitting there work to provide another return for company. 

Contact us

Don’t let your financial situation worry you! If you are unsure whether you are adequately covered or don’t have any in place, get in touch today. We can arrange a complimentary initial consultation with one of our friendly Qualified Financial Advisors.