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