Optimum IFA
T: 01442 890945 E: info@optimumifa.com

Wealth Preservation

Helping you protect your wealth is an important part of what we do and requires tailored, careful planning.

Wealth Preservation

Estate planning may be as straightforward as revisiting your will or making sure one is making best use of the available exemptions through to more complex solutions such as passing assets to beneficiaries using a trust, or perhaps setting aside a legacy for the grandchildren’s future education or housing costs.

Working together with your other trusted professionals – solicitor or will writer, tax adviser – ensures we offer comprehensive advice about how to take advantage of the most tax efficient and effective strategies to manage and protect our client’s estates.

The Financial Conduct Authority does not regulate taxation & trust advice and will writing.

We Specialise in

  • Estate planning
  • Trust review service
  • Long term care planning
  • Inheritance Tax efficient investments
  • Transferring / Gifting of assets
call us now

Call us now on
01442 890945

email info@optimumifa.com