Lifestyle Financial Planning

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Lifestyle Financial Planning

Education Planning

A good education is the best gift parents can possibly give to a child and it is hard to disagree. However a good education is expensive and it is important to identify at an early stage in a child’s life (or even before) where those funds will come from. It is a simple but necessary commitment to your child’s future from which everyone benefits. We can help clients to assess the likely future cost associated with the necessary school fees and put together a solution to ensure the required amounts of capital are there when the need arrives.

Retirement Planning

The importance of retirement planning and the inevitable cost of delay are often overlooked, but for many, retirement may last as long as their working lives. Making plans for a long and prosperous retirement should begin early to ensure the process is comfortable. For expatriates, repatriation of funds make the task more complex. Luckily, the range of strategies and opportunities has never been wider. Knowing how to take advantage of the opportunities available to you is key and essential. Our team has also developed a series of retirement models that aim to provide a clear picture of requirements pre- and post-retirement.

Protection Planning

Protecting wealth is as much about protecting the lifestyle of those we cherish as it is about the security of capital. If the unexpected happens as inevitably it does at some stage, it is important that we have had the foresight to take steps to limit the impact for those most affected. This means ensuring that our families continue to enjoy the lifestyles they have become accustomed to, education continues, wedding plans proceed and an effective hedge is provided against punitive tax liabilities on estates. Protecting the wealth and financial future of our client’s families is a key element of our service.

Other Services

In addition to those listed above we can also assist our clients with the drafting of wills, establishment of trusts, business succession planning, medical insurance, critical illness protection, mortgages, property acquisition and provide assistance with fund repatriation for our expatriate clients.