Wealth
Management Solution Tools
Income
Tax Controller
Allows you to control the
amount of Income Tax you wish to pay in any year.
National
Insurance Controller
Allows you to control the
amount of National Insurance you wish to pay in any year.
Retirement
Fund Accessor
May enable you to :
| - |
Gain access to funds you
have built up for retirement. |
| - |
Control the manner and rate at which
you draw your retirement income and possibly: |
Allow you to pass your
retirement fund on to beneficiaries of your choice when you
die.
Pension Performance Review
Tool
May enable you to improve
the investment return potential of your investments.
Fund Management groups
do not usually advise their clients when and how to switch
their investments.
We therefore consider
that you are more likely to achieve above average investment
returns if you are in receipt of ongoing investment advice.
Personal
Bank Charge Sweep Tool
“As per Corporate
Bank Charge Sweep Tool”
Retirement
Options Tool
Provides you with a detailed
breakdown of all your potential retirement options including
Advantages and Disadvantages of each.
Family
Protector Tool
Ensures that your spouse
and dependants are able to enjoy the lifestyle you and they
have planned, regardless of any changes to your state of health.
IHT
Controller
Allows you to reduce the
amount of Inheritance Tax you wish your executors to pay,
and the current value of your estate to your chosen beneficiaries.
Long
Term Care Tool
Ensures long term care
can be provided in the comfort and dignity of your own home
or care home of your choice, rather than leaving you to the
mercy of a local authority nursing home.
Estate
Generator
Creates an additional
Estate for you to pass onto your children or chosen beneficiaries. |
