High Net Worth Individuals

Our team has over 40 years' experience in helping high net worth clients maintain their capital value and manage their income levels to ensure that their lifestyle goals continue to be met. And we can help you too. We proactively explore the intricacies of the tax legislation to ensure that all reliefs available to you are utilised and that your interests are safeguarded. We can also assist you with medium and longer-term financial planning to ensure that you, your family, and ultimately future generations of your family, will benefit from your wealth, in accordance with your wishes.

Tax:

  • Tax planning - income and capital taxes
  • Trust advice and inheritance tax planning

Advisory:

  • Long-term planning to maintain your capital
  • Short and medium-term planning to maintain income
  • Financial planning
Please contact Paul Jackson to find out more about how we can help you.