Succession planning and your wealth: A secure future for generations
10 mins
We can help you to set up a financial plan to preserve your personal and family wealth.
Our Financial Planning Service
We offer you a truly joined-up service, with both our Financial Planning Team and Private Client Tax Team working together to give you the best possible advice. We can help you plan for the future or guide you through a life-changing event. You can find out more about our bespoke, personal approach to managing your wealth here.
Some of our financial planning services include:
- Helping you plan for retirement
- Helping you plan for inheritance tax
- Assisting you in negotiations on divorce settlements
- Providing you with an expert financial witness in court cases
- Court of protection matters for financially vulnerable clients
- Working with public sector employees to ensure their pensions are protected
We review your progress by taking into account lifestyle changes, tax legislation and your personal financial position. So, whether you are a business owner, a family, or you’re looking into planning your own finances, we are here to support you.
Six key points you need to know when planning for your future
The recent changes to pensions contributions can be extremely beneficial to high earners or with a good amount of capital to plan for the future. When planning for the future, it is important to work with a skilled financial professional who can find a structure that is the most tax efficient and that fits your own individual circumstances.
Why work with us?
There is a huge amount of crossover with tax and financial planning advice and we believe that clients benefit from the comprehensive, professional advice where both our tax and financial planning teams are working together.
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Industry RecognitionWe are members of the Family Resolution panel made up of accountants, family lawyers and other professionals committed to the constructive resolution of family disputes
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Sector KnowledgeRetirement Planning, Court of Protection, Expert Witness, Divorce, Family & Pensions, Estate Planning
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Cross Team ExpertiseWe offer you a truly joined-up service, with both our financial planning team and private client tax team working together to give you the best possible advice
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AccessibilityFour Offices: London, St Albans, Rickmansworth and Milton Keynes
Financial Planning Specialists
Gill Tallon >
Deputy Managing Partner
Iain Muffitt >
Financial Planning Managing Director
