Undoubtedly, building a profitable business to deliver a good income and capital value upon a sale, is one of the most common and effective ways of generating personal wealth. We see many of our clients through the whole timeline. More

This is often a particularly difficult area for families to address. Inheritance Tax has been described as a ‘voluntary tax’, because given a little time, there are many routes to mitigate its impact. More

Mr & Mrs Brown had known for sometime that their current provision for retirement was inadequate and did not support their future lifestyle goal. Mr Brown had a number of pension policies and Mrs Brown had no pension provision at all. More

For most families, the on-going payment of the mortgage, the bills and other outgoings is dependent on being able to continue earning. If the ‘unimaginable’ did happen, not only is there the emotional upheaval to deal with, but there are the practical issues – where does the money come from to buy groceries and keep a roof overhead? Life cover, not surprisingly, is perhaps one of the most important insurances. More