Private Clients >> Financial Planning
Financial Planning Service
Looking to pay less tax and see better returns on your investments? Are you taking full advantage of tax shelters? Uncertain about the performance of your current portfolios? Planning for your family’s future security or to fund your ideal new lifestyle in retirement?
Collins Stewart Wealth Management’s Financial Planning Service provides truly independent and holistic advice covering areas from retirement planning and Inheritance Tax to investments and protection, to help preserve, grow and pass on your wealth.
All our clients are different - each has varying needs so underpinning our financial planning expertise is a highly personal service with excellent communication, built on the principle of developing long-term relationships.
Through an initial, no fee, consultation we spend the necessary time to understand your current circumstances and clarify objectives. Then we make impartial recommendations tailored to meet your specific needs. Importantly our service is presented in plain English. Whether dealing with a simple investment or a complex pension trust, you can feel confident that you will be able to understand what we are recommending and how it meets your requirements.
Collins Stewart Wealth Management offers a full range of financial services and products structured around your needs to preserve, grow and pass on your wealth including:
- Review of existing tax structures – Are the structures you currently hold the most tax-efficient? Are you using your annual Capital Gains Tax allowance? We can ensure you pay no more tax than you absolutely must.
- Tax-free and tax-deferred investments – Are you making maximum use of your tax-free allowances? Would you like to be able to defer the tax on all investment gains? Certain investment structures allow such investments to be made.
- Onshore & offshore investments – Could holding investments offshore be advantageous? In many cases it can be, particularly if you are non-UK domicile or intend to become non-resident in the future.
- Pre and post retirement income – Do you have sufficient income now and will you once you’ve retired? How will you turn your pension fund into an income? There are a number of ways of doing this and still allow your family to benefit following your death.
If you are looking for financial planning excellence, please contact Lee Bailey T: +44 (0) 20 7523 4531,
E: lbailey@collinsstewart.com or apply online:
