Wealth Planning & Private Client

Financial planning & protection

We know that looking after your personal wealth is as important as looking after your business finances. We have a close relationship with the regulated financial advisors at Tilney.

Tilney’s experts know that there isn’t a universal approach to financial planning. Some clients require one-off advice in a certain area while others need a plan for their overall finances with ongoing advice.

Some of the topics that Tilney’s financial planners can advise you on are below.

General
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Pensions and retirement

Even if you’re planning on selling your business to fund your retirement, it’s worth considering the tax benefits and regular income that pensions provide. Tilney’s financial planners will cut through all the jargon and advise you on your best options to maximise the opportunities and allowances.

Tax-efficient investing

Many individuals are considering how to manage their personal tax bills more efficiently. Tilney’s financial planners can advise you on a range of options, from ISAs and pensions to more complex schemes, and help you decide which is one is right for you and the level of investment risk you are comfortable with.

Find out more in the guide to Tilney’s Wealth Planning Service

Investment management and advisory services

Tilney offers a variety of investment services, each of which are founded on a disciplined and rigorous investment process and provided by some of the UK’s most experienced and highly qualified investment professionals.

Whether you prefer having your investments managed by an expert or are happier making your own investment decisions with the support of an investment advisor, Tilney are there to help.

The cost of tomorrow

Tilney have recently produced the report, The Cost of Tomorrow: Forecasting Our Future Spending. It examines how much we will spend across our lifetime and, importantly, highlights what our likely future household spending will be once we have retired. The amounts we will spend are astonishing and provide a lot of food for thought.

Combined financial planning and investment services – Tilney’s two expert approach

Investing and financial planning are two different and separate areas within wealth management. Advisors who attempt to do both jobs together often end up compromising in each area. However, this is not the case at Tilney.

Tilney’s experts in each field can work together to help you achieve your financial goals. This is known as their two-expert approach. Your financial planner creates a strategy, then your investment manager or advisor forms your investment portfolio and makes sure it remains suitable for you and your circumstances. Click here for more information about this service.

Services for business owners

Tilney also provides financial planning services for business owners and can help with:

arranging business protection for your business from unforeseen risks such as your death or that of another key member of staff
deciding when you can afford to exit your business
transferring your business wealth back into personal wealth in the most tax-efficient way possible
providing specialist support to both you and your corporate advisor through all stages of a business sale
helping with the setup of auto enrolment for staff members.

You will also benefit from the close working relationship between Tilney and Haines Watts. From experience, we know that by working together, we create the best possible solutions for our clients.

Important information

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This is not advice to invest, or to use any of our services. VCTs, BPR, EIS and SEIS should all be regarded as higher risk investments. They are only suitable for UK resident taxpayers who can tolerate higher risk and have a time horizon greater than five years. This document does not constitute personal advice. Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. If you are in any doubt as to the suitability of an investment, please contact one of our advisors. Please note we do not provide tax advice. Advice in relation to Inheritance Tax planning is not regulated by the Financial Conduct Authority, however, the products used in relation to trusts and to mitigate tax may be regulated.