FAQ’s

We are here to answer all of your questions and to respond to your needs. These frequently asked questions cover a broad range of our services.

We help you calculate how much pension you would need to support your lifestyle and then we work out a timeframe and plan to help you work towards your goal.

We help you plan for the future with the help of expert legal advisers

The earlier you seek financial advice the more likely you are to reach your goals.

Inheritance tax is a tax payable on the value of your estate when you die.  It is payable by your Executors before your estate can be distributed.  We are experts in explaining your inheritance tax situation and mitigating any potential inheritance tax due on your estate.  We also help you to arrange your affairs in an easy to manage way, for you and your Executors.

Yes, but there are limits above which inheritance tax may be payable.

There are over 250 regulated investment opportunities covering the 17 UN Sustainable Development Goals.  Including climate action, affordable and clean energy, clean water and sanitation and responsible consumption and production.

We offer investment advice on how to align your social objectives with your investment objectives.

It is vital to plan for the unexpected as well as the expected, so in the event of an accident, life can continue for you and your family with the least disruption and stress.  This is an integral part of our initial and ongoing reviews for you.