Apportioning  Wealth

 

At some stage in your financial future, you will need to make arrangements to distribute the wealth you have created. The distribution of wealth is dealt with by two specialised services, Retirement Planning and Estate Planning.

Retirement Planning involves the development of specific planning and investment strategies that recognise the need for income to be derived from the wealth created. Investment strategies are developed to provide the flexibility and security of income linked to your specific needs and which aim to make use of the taxation and pension regulations that apply to retirees.

Estate Planning deals with how you intend to deal with your estate on death and the development of strategies that fully utilise the allowances available that will minimise the effect Inheritance Tax will have on your estate. Estate Planning extends beyond eventual death to the effective on-going management of trusts that will ensure your wishes are correctly dealt with and your legacy delivered to your beneficiaries.
 


Tax planning advice is not regulated by the Financial Conduct Authority.

Advantage Wealth Management Ltd is directly authorised and regulated by the Financial Conduct Authority. Registered office: 6th Floor, Gordon Chambers, 90 Mitchell Street, Glasgow G1 3NQ. Registered in Scotland no. 449404.

 

The guidance and/or advice contained in this website is subject to a UK regulatory regime and is therefore restricted to consumers based in the UK.

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