Wealth Management

We provide advice in the following areas:

Business owners

  • Realising wealth from a company.
  • Retirement planning.
  • Business succession.
  • Estate planning.
  • Tax planning.
  • Investment of surplus funds.
  •  Rewarding employees.

Corporate executives

  • Investment of surplus funds.
  • Retirement planning.
  • Tax planning.

Professionals

  • Retirement planning.
  • Estate planning.
  • Tax planning.
  • Investment of surplus funds.

Other wealth management services include:

  • Personal wealth management.
  • Succession planning.
  • Inheritance tax planning.
  • Property acquisition.
  • Ongoing review.
  • Minimizing taxation liabilities.