We know that all of our clients have their own personal goals, whether for them as an individual, or for their family.

The chances are that if you have children, at some point down the line you will be thinking about saving for them.

Some of our clients want to send their children to private school and this can be a huge financial commitment, with fees upwards of £15,000 a year. For a family with two children this can be over £300,000 during a lifetime. We can work with you, whatever situation you’re in, to create a plan to achieve this. As with many things, the earlier you speak to someone about this the easier it becomes to start saving.

With house prices rising and the average age of homeowners increasing, some parents want to help their children get a foot up on to the property ladder by contributing all or part of a deposit.

We know that dealing with this alone can be difficult and can cause stress. We can help to alleviate this by creating a plan. Often this involves financial products such as Junior ISAs, Lifetime ISAs, or Stocks & Shares ISAs, but also there are other products that can be deployed to complement these. We work on an individual basis to make sure we recommend the best solutions for the situation.

On the other end of the scale, after retirement we can help ensure that the estate our clients build up is able to be passed down the generations. After spending a lifetime of working hard and building up a substantial pot we want to help make sure that you can pay as little tax as possible and use the money for your own wellbeing and that of those who come after you. If you would like to find out how, please contact us today.

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