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Your wealth may have accumulated through a variety of means:
Whatever your source of wealth, unless you intend to spend it immediately, there are many concerns which need to be addressed, typically:
Even the most financially astute person can struggle to address all of these issues effectively, so it is worth seeking the advice of professionals who understand the specific needs of ‘high net-worth individuals’.
Our advisers know that better solutions are achieved by helping you to understand your current position, what you want to achieve and the options available to achieve them, so that you can make an informed decision.
“It takes as much energy to wish as it does to plan.”
Eleanor Roosevelt
The amount of Inheritance Tax (IHT) raised by the Government has never been higher. Despite changes to the system, such as the new Residence Nil Rate Band (RNRB), an ever-increasing number of estates are being caught in the IHT net.
The basics are simple. For example, each person has a nil rate band of £325,000 that can be passed on without the beneficiaries paying tax. Your estate will pay tax at a rate of 40% on any amount over the nil rate band. In practice though, IHT can be extremely complicated not only in its calculation, but also the ways of reducing or avoiding it. The introduction of the RNRB makes things even more complex.
Our knowledge and experience means we can advise you on the right strategy for reducing the IHT paid when you die, whilst giving you the level of control you desire while you are still alive.
The Financial Conduct Authority does not regulate tax advice.
At Servo Private Wealth, we work with wealthy families, high net worth individuals and entrepreneurs as well as companies and charities to grow and protect the value of their, and their client’s wealth, over the long term.
The values of investments can fall as well as rise. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Servo Private Wealth Limited is an appointed representative of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority. Servo Private Wealth Limited is entered on the FCA register under reference 913631. Servo Private Wealth Limited is registered in England, no. 12125902.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.