Wealth Management
People spend years building up their personal wealth but often without the correct planning and protection the value can be lost far quicker than it was earned.
Wealth Management reviews your financial position and identifies areas of risk that can be addressed to ensure your wealth can be enjoyed by you and your family.
In Wealth Management we look at the following areas:
- Your overall Wealth
- Whether you have an up-to-date Will (and the intestacy rules if you haven’t)
- Whether your pension is likely to be sufficient on retirement
- What your Inheritance Tax position would be on death
- Provision for relatives, as appropriate
- Business valuations, if appropriate
- How you are holding your Investments
- Tax Exemptions and Reliefs
- Life cover, critical illness cover, business protection and other related issues
For a Wealth Management Report please click on the following link and add your contact details and we will be in touch in due course with further details....
Contact: 01394 279692
Email: elisa@beatons.co.uk
