- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Support for accountants
- Support for legal professionals
Wherever you're
sitting, make sure
it’s comfortably.
Contact us now.
We can help you find a safe haven.
WRAP PLATFORMS
More and more companies are embracing the concept of a fund wrapper. A Wrap is a platform that allows monies to be invested in a wide range of funds (many managed by external Providers) within the same Plan and, should it prove necessary, the capital can easily be switched as circumstances alter.
A Wrap is an important tool in any wealth management service and provides the opportunity to:
• re-align investments, particularly if there has been a change in attitude to risk.
• ensure that all underlying investments accurately reflect the needs of the individual.
• reduce to a minimum the relevant paperwork that you receive. The system provides a one-stop shop for dividends/tax vouchers and so on.
• permit up-to-date valuations to be produced without delay, for all the financial assets held on the platform.
• facilitate the production of reports and allow the performance of investments to be easily reviewed.
• make available amalgamated Capital Gains and amalgamated Income Statements each tax year.
Click here to contact us and request a brochure, or call us to request a meeting.
The value of investments and income form them may go down. You may not get back the original amount invested.