We understand the significant responsibilities you take on when you are the trustee for any type of trust.
Whilst many advisors shy away from what can be a complex area, we will always embrace areas that can add value for our clients.
Trusts come in many different shapes and sizes and what is the optimal investment and tax strategy for one may be completely incorrect for another.
When it comes to considering how best to draw income or capital, planning around income tax, capital gains or inheritance tax, and the most appropriate investment options for your and the beneficiaries’ needs, we are specialists in this area. We will work with your accountants and solicitors wherever possible to ensure you are getting the best possible advice, and in an increasingly litigious age, can demonstrate to the eventual beneficiaries that you have fulfilled your duties.
We are happy to look at new trusts or existing ones and also have experts in advising on both Charitable trusts and Pension trusts.
The Financial Conduct Authority does not regulate tax advice.
“If you can’t explain it simply, you don’t understand it well enough”
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.
We just wanted to take a moment to update you, in light of the recent lockdown announcement from the PM.
We’d like to let all of our current and future clients know that we are proceeding with business as usual for the foreseeable and our team are all safely working from home. All meetings and appointments will still be taking place virtually, either via zoom, skype, facetime, or telephone.
We were here before in 2020, and actually took on several new clients, entirely remotely! (In some cases we’re still yet to meet them in the flesh!) So, as nice as a face-to-face meeting is, it certainly isn’t a blocker for us and how we can help you.
So if you are looking for independent financial advice or support, please do get in touch to see the range of services we offer to help you grow and preserve your wealth.
Many thanks, and stay positive.
The Servo Private Wealth Team