There may be occasion, every now and again, to think
about putting something away for that "rainy day" and, rather than
hide some spare cash under the mattress, some careful investing will
not only ensure that your cash is safe, but should secure you a
Whether you are looking to invest a more modest sum, or something
more substantial, we can advise you on everything from savings
(ISA's etc) through to building a portfolio of investments, asset
class diversification, on-going reviews and reviewing existing
investments as well as maximizing your tax allowances.
Indeed, it is important that the tax implications of your
investments are considered at the outset - particularly for those
nearing retirement and those already retired, who should review
their finances to ensure that they are making use of capital
It may also be a good time to look at Inheritance Tax Planning (IHT)
issues and our team of experts can assist in a number of ways;
establishing any liability, considering the use of Trusts and/or IHT
Mitigation plans, your options on sheltering existing
investments/assets and arranging lifetime gifting.
When planning your finances for old age, many of the issues involved
may require that you also review your legal affairs. Our team of
independent financial advisers are happy to work with your lawyer,
and understand the importance of ensuring that your financial and
legal affairs are working in harmony.
for more information.