Wealth well managed

• Wealth Planning
• Lifetime Financial Planning
• Pension Planning
  • Pension Solutions

Lifetime Financial Planning

 

We live in a constantly changing and evolving world. Lifestyle changing events might be around the corner, such as selling a business, a substantial inheritance or the often difficult financial challenges following a divorce, for example. Tax laws are changing and as they do your financial strategies will need to adapt.

Our service focuses on the individual and their family, their current circumstances and future needs. A clear understanding of all these issues, allied to a long-term perspective, is key to any recommendations we make. It is important that our advice dovetails with that of other advisers. We will ensure liaison throughout the planning process with them.

Here is the opportunity for our clients to discuss openly their financial priorities, while we assemble the expertise that can bring those plans to fruition. Strategic planning is the glue that binds together the whole spectrum of wealth management services at Brown Shipley from UK and offshore investments to setting up trusts with your solicitor, life assurance and IHT mitigation.

We offer:

• Tax efficient onshore and offshore investments
• AIM Portfolio
• EIS and VCT investments
• Estate planning (including working with your solicitor on appropriate Will and Trust structures) 
• Inheritance tax mitigation
• Life assurance
• Tax deferral structures

Offshore Investment Bonds

Wealthy families and individuals use offshore investment bonds as an efficient vehicle for their financial-planning arrangements. They can be used in tax planning (across a range of taxes), asset protection and succession planning.

Brown Shipley is able to advise you on the suitability of this type of strategy. We will also establish arrangements in an appropriate jurisdiction for you. 

Offshore investment bonds deliver unique benefits that might include:

• An efficient investment wrapper
• Tax planning possibilities
• Succession planning
• Inheritance tax savings

Offshore Trusts & Companies

Despite the erosion of some of the tax benefits associated with offshore trusts for non-UK domiciliaries, the classic case for using a trust remains valid: that is, for your assets to be distributed as you see fit.

Brown Shipley works with trust companies in a number of jurisdictions to deliver a relevant and intelligent service to our clients.