With a focus on comprehensive financial planning, Broadlands Partnership can provide advice on a whole range of saving and investment opportunities. Our aim is to ensure that your investments put you on the path to achieving your goals.
Among other areas, we have expertise in the following sectors:
To assist clients in managing their investments, we can recommend online investment platforms (or 'wraps') to help consolidate all investment holdings, including ISAs, pensions and share portfolios, all in one convenient place. This is a fast growing market and we have particular expertise in the latest developments. Wraps can generate considerable cost savings over traditional channels due to the additional purchasing power they provide.
Remember, the value of investments or income from wraps may go down as well as up as the levels and bases of, and reliefs from, taxation are subject to change. UK legislation and regulations and the UK tax regime are amended from time to time and therefore any content on this site referring to such legislation, regulations or tax regimes was accurate on date of publication, but should not be totally relied upon.
Financial protection is often overlooked, and yet it is an important part of providing financial security to you and your family in the event of something unexpected happening.
There are a number of questions that you might want to ask yourself:
Broadlands Partnership can advise on all aspects of financial protection, including:
Furthermore, Broadlands Partnership can advise on using life assurance products to mitigate inheritance tax as part of estate planning.
Broadlands Partnership can advise clients on how best to protect their estate on death, including preparing for the associated costs but also the mitigation of inheritance tax liabilities via:
We have a number of experts in this important field that can help clients with Will Writing , and Estate Planning. In order to deliver this, Broadlands Partnership work in association with Countrywide Tax & Trust Corporation Ltd whose Directors are full STEP members and adhere to the STEP Will Writing Code.