Speak to an expert

We offer free, no-obligation telephone or video calls with one of our financial experts.

For Pensions, ISAs, Investment bonds, shares or new cash to invest, our award-winning investment strategy will be of great interest to you.

Our service applies for portfolios of £100,000 or more.

Register to speak directly to one of our financial experts.

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"Inheritance tax is a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue”

If you are not ready to give your money away now or rely on Government promises, our case study will demonstrate a powerful combination of gifts, trusts and exemptions to minimise the “grim harvest of death”.

We can discuss:

The new family home inheritance tax rules

How prompt and regular action will reduce your ultimate tax bill

Seven ways to save inheritance tax immediately

Four assets that will be excluded from your estate in two years

Protecting your assets from care fees and simplifying probate

Four legitimate long-term strategies that will help keep control, retain access and maximise your legacy

Investors beware: all investments are not the same

It is unwise to buy investments based on past performance – it isn’t a guide to future performance; different fund managers take very different investment approaches, and the capital value of investments and the income generated can fall as well as rise.

Our adviser will discuss:
Tackling poor performance, excessive charges, low interest, lack-lustre management and taxation
Five alternatives to the building society to boost your income
Four key tax saving tips
How to cut the cost of switching
How to assess the advice you are receiving
An alternative to the typical ‘hit and run’ financial advice or ‘do-it-yourself’ discount brokerage

Pensions – IHT free and highly valuable

With the cost of living pushing ever upwards, ensuring adequate income for your retirement has never been more important. You might be planning ahead, considering your options, about to stop work or currently retired but whatever stage you are at, expert independent professional advice can make a big difference to your prospects.

Whether you are approaching or in retirement, your pension investment strategy will be one of the biggest factors for great financial outcomes. We explain how to maximise your income to meet your needs now, and grow your capital to keep up with the ravaging effects of inflation.

Advice in relation to tax planning and trusts is not regulated by the Financial Conduct Authority and is not covered by the Financial Services Compensation Scheme or the Financial Ombudsman Service.