We are authorised by the Solicitors Regulation Authority to assist in providing general investment advice but we will not make specific recommendations or sell you any products. What we aim to do is give you an overall picture of what is available; discuss with you your aims and objectives, and how these might be achieved.
This might mean making a simple tax-planning will which would not affect the investments you already have in place or it might mean carrying out lifetime restructuring – it will be up to you how you wish to deal with the matter.
As people age we find they do not want to deal with their finances or the complexities of completing their tax returns each year especially now tax returns are filed online. We provide a service whereby tax returns are completed each year, although if your personal affairs are complex we would normally recommend an accountant.