Building and conserving wealth tax-efficiently
We can help you put your spare cash to good use to build and conserve wealth tax-efficiently. How you do this will depend on your goals, timescale and attitude to risk. Are you saving for a deposit on a house in five years, your children’s university fees in ten years or your retirement in twenty-five years? Do you think of yourself as the kind of person prepared to take risk, or do you prefer some certainty?
We use a simple questionnaire to help you understand how much risk you are prepared to take, and then recommend funds that match this risk. We can then agree going forward how often you wish to review your investments to make sure they remain inline with your risk profile, and check whether your attitude to risk has changed.