Lifetime Financial Strategies

Strategic advice is a key component for a comprehensive wealth management strategy.  Estate preservation, Inheritance Tax (IHT) planning and mitigation are just examples of where expert guidance may be needed.

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.

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 all forms of IHT mitigation.

        - A unique and independent personal service

        - Free initial meeting and clear, fee-based charging structure

        - Comprehensive financial review

        - Tax efficient onshore and offshore investments

        - AIM, EIS, Woodland and VCT investments

        - Estate planning and IHT mitigation >> AIM Portfolio Service

        - Life assurance

        - Tax deferral structures

Tax Conflict ahead for investors >> read our summary