All clients’ needs are best met when their professional advisers work closely together, imparting their respective specialist knowledge. We have worked with Lawyers in this respect for many years and are well placed to assist you and to add value for your clients in this difficult area.
We offer our clients a comprehensive financial plan; this includes a valuable lifetime cash flow forecast, an indication as to whether their financial strategy will enable them to achieve their personal lifestyle goals and leave them secure for life, or whether they are likely to run out of capital at some point. We can also build scenarios, test the 'what if' questions clients invariably raise, such as death of a partner or enforced retirement due to illness or disability.
How powerful would it be to be able to advise business owners when deciding if and when they could afford to retire, or calculate the sum they needed to realise from the sale of the business in order to achieve and/or maintain the desired lifestyle in retirement?
Why do business owners insure the desk they sit behind, but not the Key Person, the income generator sat behind it? It is a fact that the vast majority of businesses in the UK do not have adequate protection for their most valuable assets, that is, their Key Personnel. We have considerable experience in advising business owners on Key Man Protection and Partnership/Shareholder Protection. Where necessary we can assist with draft wordings of Cross/Double Option Agreements and business trust documentation to mitigate the effects of CGT and IHT.
The Trustee Act 2000 imposes specific duties on Trustees. These include the implementation of a standard investment criteria, regular revision of the suitability of the chosen investment strategy, which commensurately requires the need for diversification through differing types of investment held. We offer advice to Trustees on the suitability of different asset classes and investment risk, as well as on the most tax-efficient investment products to meet the Trust’s objectives.
Finalist Yorkshire Women of Achievement in Business 2016
Yorkshire Women of Achievement in Business 2016
Future Life Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority
The Financial Conduct Authority does not regulate taxation & trust advice
We are entered on the The Financial Conduct Register No 509960 at www.fca.org.uk/register
The Financial Ombudsman service can be found at www.financial-ombudsman.org.uk
Registered in England No. 07036892 Reg. Address: Future House, 54 Ravenshorn Way, Renishaw, Sheffield S21 3WY
The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
“The value of your investment can go down as well as up and you may not get back the full amount invested”