None of us wants to see the wealth we have accumulated over our lifetime go to waste after we die.
Once you reach the stage where you're considering your retirement income, expert financial advice becomes even more important.
Plutus Partnership Limited aim to provide an independent financial planning service for individuals. We pride ourselves on giving a friendly personal service and adding value to you and your financial well being.
We can help you to get the most from your retirement. It's important to think about making the transition from work to retirement as smooth as possible by looking at your finances and planning ahead.
Email us at firstname.lastname@example.org or give us a call on 0203 475 1201 if you think we can help.
Estate planning is all about making sure your wishes are followed, and minimising the amount of taxes due on your estate after you die. Putting your savings, investments, life policies or assets into a trust can play an important part in estate planning.
We advise on Wills and Trusts as well as the many issues to be considered when looking to protect both your family and your home. We can help you with estate planning, managing your wealth and passing on your assets to your dependants.
There are many things to be considered when looking at protecting both your family and your home. Inheritance tax and capital gains tax, illness and loss of income need to be part of an effective protection planning strategy.
Having worked hard to build up your estate, it is vital that you have an effective estate planning strategy in place, that way you can pass on that wealth to the people you care about and minimise the amount of tax you pay.
Not all estate planning/inheritance tax planning, wills and trusts are regulated by the Financial Conduct Authority