| Current Financial Position |
| A net worth assessment |
An income and expenditure analysis |
Recommendations for the establishment of an adequate cash reserve |
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| Retirement Planing |
| Detailed projections of your income and expenditure situation at and during retirement |
Recommendations for addressing any possible shortfalls or strategies for achieving an earlier retirement date. |
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| Investment Planning |
| Detailed Analysis of investment and savings objectives |
Recommendations for assessing any shortfalls and how best to manage your exisiting capital in line with your objectives |
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| Protection Planning |
| Detailed projections of your capital, income and expenditure situation in the event of a long term illness, disability or premature death. |
Recommendations for addressing any shortfalls to ensure the adequate protection of your dependants and the continuing achievements of your financial goals. |
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| Inheritance Tax Planning |
| Including projections of the settlement of your estate and potential inheritace Tax Liabilities |
Recommendations for the efficent settlememnt of your estate and inheritance Tax migration. |
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| Tax Planning |
| Ensuring your personal allowances are utilised to minimise your income and Capital Gains tax liability, and also the use of your partners alowances where appropriate. |
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| Will Planning |
| By introducing you to an appropriate 'will writing' service we can work with you to ensure that your will is written in a way that supports the financial plans you have put in place. |
