Personal Wealth Planning

There is in our view no point in being in business without achieving personal financial security. There are many ways in which this can be achieved not least of which is the use of appropriate pension vehicles and tax efficient structures and investments. The use of a self invested pension plan (SIPP or SSAS) is often integral to this planning although we recognise that they are not appropriate in all situations.

In turn, tax efficient structures play a key part in any wealth plan and in particular the judicious use of LLPs alongside the more traditional Limited Company. We do not recommend or advise on specific products but will work with an IFA and professional fund managers to agree an appropriate “wealth plan” and structure.

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