Please Rotate Your Device

Our clients

People seek advice from us for a variety of reasons – they may be wondering if they have saved enough to retire now, they may want to start helping their children and grandchildren, or they may have started a family and want to ensure they have a plan in place for their children’s future.

Our clients are mainly made up of individuals and families, typically – but not exclusively – current or former business owners or company executives. A large proportion of our clients are approaching retirement or in retirement, secure in the knowledge that we are managing their retirement income needs. 

Many of our individual clients have developed into family clients over the years. For example, grandparents making gifts to their children and grandchildren, transforming the relationship into one of succession planning for a family.

We also advise people with complex and technical tax enquiries such as lifetime allowance and annual allowance pension issues, trusts and gifts to mitigate Inheritance Tax.

The types of questions we answer for our clients are as follows:

  • How much money do I need to retire?
  • When can I retire?
  • Can I afford to help my children and their children financially?
  • Will my finances be taken care of for my family if something happens to me?
  • How can I reduce tax with careful planning – Inheritance Tax, Income Tax, Capital Gains Tax?
  • How do I convert my pension, investment and other assets into a tax efficient and sustainable income?