Wealth Management

The term wealth management can mean different things to different people. Generally, the aim of this will be to seek the greatest possible return for your investments, without taking an undue level of risk.

Tax efficiency is also often important. Consideration should always be given to funding the available tax wrappers, with other tax advantaged investments available where appropriate.

Inheritance Tax planning can protect wealth and optimise the opportunities for investment growth across generations, whilst trying to make sure more of the asset stay with the family rather than being lost in taxes.

For clients of Eighteen Wealth Planning Limited, wealth management is about sustainability, longevity and inheritability.

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Testimonials

Mark listened to our overall needs and prompted us with key questions to ensure we did not overlook any aspect of our present financial position. We liked his calm professional approach and both immediately took him. It was clear from the first meeting that he was highly experienced in his field. Mark has guided us through a detailed process to assess our appetite for risk as part of an overall review of our asset position. He produced a very helpful and professional report containing his recommendations. Mark also provided excellent inheritance tax advice regarding my SIPP and income tax advice related to my wife being able to invest annually in a pension scheme.

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