Benefiting from your wealth

A primary driver for us is ensuring your money works as hard for you as it can. You may want to minimise your work commitments, and you’ll surely want to maximise your standard of living and pay as little tax as you can. Once we have identified your essential regular expenses, it is often possible to use part of your assets to provide a sustainable income to cover these. 

Having assessed your willingness and capacity for loss, we may also recommend re-balancing your invested capital into a spread of assets aiming to deliver a consistent and growing income.

How we may help:

• Annuities to provide a guaranteed income

• Flexi-Access Drawdown to draw income and tax free cash from your pension funds

• Investment – managing your investment portfolio in the most tax efficient way under the appropriate wrapper including Individual Savings Accounts (ISAs), Pensions, Self-Invested Pension Plans (SIPPs), Onshore and Offshore Investment Bonds, Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS), Structured Deposits and Term Cash Deposits.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.