High Net Worth Individuals

We offer a full financial planning service to High Net Worth Individuals so that they are able to preserve and grow successfully in their ventures. We ensure that your money is properly invested in a balanced portfolio of assets to achieve the best possible returns.

Our key headline services include looking at:

  • Investment ROI
  • Reduction of Tax Liabilities
  • Venture opportunities for further growth potential
  • Retirement and pension planning
  • IHT planning

We give you advice on:

  • Income tax planning
  • Capital Gains tax
  • Inheritance tax
  • Trusts and estates
  • Non-domiciliary tax issues