The Wealth Preserver

If you decide to take action to protect your family’s wealth we will ask you to complete a straightforward schedule of your assets and liabilities before meeting with us.

Stage 1: An informal but highly focussed meeting setting your concerns firmly within the context of your wider circumstances.  At that meeting we will:

• Provide you with a very accurate and detailed calculation of your exposure to inheritance tax based on your figures and focus on the precise tax saving areas, which are applicable to your personal circumstances.

• We will discuss practical steps, which can be taken by you to mitigate your exposure and fully discuss any questions and concerns, which you may have.

• Following our meeting, we will send you a mini report summarising the main points which have been discussed.

Stage 2: If you then wish us to implement any of the strategies outlined at our meeting and summarised in the letter,  we will work with you and your professional advisors to make them a reality within an agreed time frame.

If you would like to discuss any matters with us or to arrange a meeting please call us on +44 (0)121 483 6850 or click here to contact us.