Preserving your Wealth

This section of our website provides information on ensuring that your hard earned wealth is passed onto your intended beneficiaries this may be your family, friends or charity but is also important to ensure that you minimize the impact of tax. There is a wide range of financial planning options used by individuals and their professional advisers to protect family wealth and reduce/minimise the effect of taxes. Here you will find a range of useful information. Please feel free to get in touch and find out how we can help you preserve your wealth.

Preserving wealth for your family and tax planning - There is a wide range of financial planning options used by individuals and their professional advisers to protect family wealth and reduce/minimise the effect of taxes.

At Cowley & Miller Independent Financial Services Limited our financial advisers will carry out a full face to face interview with you to discuss your personal and financial investment objectives. In addition where necessary we will also liase with your other professional advisers - perhaps your Accountant or Solicitor and carry out comprehensive tailored research on your behalf before presenting you with your personal wealth preservation & tax planning report and recommendation. We will then agree your required level of ongoing service you will need from us and complete the necessary paperwork to put your planning into effect. Please download our free guide on Preserving your Wealth and Tax Planning or complete our on-line enquiry form.

Some forms of tax planning are not regulated by the Financial Conduct Authority.

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