Business Family &
Very few of us think about what happens if we become
seriously ill, if we are unable to work due to ill health, or
the consequences of the death of ourselves or our partner.
This is the process for preparing for the transfer of a
person’s assets following their death. The key requirements
being a swift, simple, tax efficient way of executing the
deceased’s wishes usually expressed within their will.
In recent years many High Streets have become transformed
by a plethora of coffee shops, hairdressers, florists and of
course Banks and Building Societies.
The maximum UK State Pension is currently approximately a
third of the UK average annual income for full time
employees and it is highly likely this ratio will continue to
deteriorate in the years ahead as a direct result of our
Savings & Investments
Making the right decision for your circumstances is a very
important one and is complicated by the many choices
available. However, it is always the right thing to save a
little even if you are a little unsure as to what is best
Our clients desire to secure the financial future for
themselves and their family extend well beyond the financial
planning and investment services they receive from