Professionals & Senior Executives

We have experts who specialise in helping senior, self-employed Professionals and employed Executives with their complex financial circumstances. We can also provide executive financial counselling to the senior staff of large businesses.

How we can help you:

You may need help with planning for retirement, managing Inheritance Tax, investing for the children or grandchildren in your life, or a more tax-efficient structure for your finances.

Alternatively, you may need a full financial plan that meets all of your goals and requirements.

Whatever you want to achieve with your money, we can help you and, if necessary, structure your finances to ensure your goals become a reality.

“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.”

Ayn Rand

“The stock market is filled with individuals who know the price of everything, but the value of nothing.”

Phillip Fisher

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.

Business Owners
People With Wealth
Professionals Advisers
Thinking About Retirement
Professionals & Senior Executives

Professionals & Senior Executives

Forecasting your finances

Our team often use financial forecasting software to forecast a client’s future finances. This can help to answer questions about how much you should be investing for your future, at what age you can stop working and how much you are able to give away. We can also look at different scenarios such as:

  • Paying for children’s school fees, university or additional mortgages
  • Making a large equity sale or exiting a business
  • Purchasing equity in a business or Partnership
  • Buying a holiday home or other large asset
  • Retiring gradually over a number of years
  • Managing a potential Inheritance Tax bill
  • Retirement planning

Pension tax rules can be especially complex for higher earners. Our experts can help you with:

  • Making full use of your annual allowance, potentially using carry forward
  • Finding the most appropriate amount to contribute, based on the split between your personal and employer/business contributions
  • Planning for the lifetime allowance tax charge
  • Taking a tax-efficient retirement income from a combination of pensions, ISAs, other investments and cash savings

Professionals & Senior Executives

Your personal tax situation

Whatever we are helping you with, the advice we give will be based on your individual tax situation. Out team can structure your finances tax efficiently and ensure you are making the most of all available tax benefits and allowances – from simple accounts such as ISAs to potentially more complex, riskier schemes (if appropriate).

Business Owners

Estate planning and Inheritance Tax

Business assets do not form part of an estate for Inheritance tax purposes but if you sell your business and these assets become cash, they are subject to Inheritance Tax. We can help you put in place a plan to pass on your wealth in the most tax-efficient way.

Professionals & Senior Executives

Your investments

Investments may have an important part to play when it comes to achieving your future goals. We have a range of investment services, depending on what style of investment you would like. Our experts can give you advice on your investment decisions and manage your investments on your behalf.

Professionals & Senior Executives

Charges performance and risk analysis

Making your investments work for you: – understanding and managing risks and returns, maximising value from costs.

A third-party opinion and review costs nothing apart from a little piece of your time.

Retirement Planning

Passing on your pension

Passing on a pension has become a popular estate planning tool as they are free from Inheritance Tax. We can show you if you can afford to fund your retirement from other sources, potentially leaving your pension untouched and passing it on to the next generation tax-free.