Wealth planning for business owners, wealthy individuals and their families:

Chances are you are about to realise wealth, maybe through disposing of a business or a valuable asset, such as a property, or you may already have wealth under management. You would like to be sure that you are investing tax efficiently and that you are taking advantage of the various reliefs and allowances available to mitigate taxation and make sure that the wealth you have generated passes efficiently to your children and grandchildren. At BBK Wealth Planning, we can help you with advice on a broad range of wealth planning subjects including:

  • The advantages of investing through international life assurance bonds and the various trusts that can hold these such as discounted gift trusts and loan trusts.

  • The advantages of investing through a family investment company and strategies involving alphabet shares to favour different generations of the family.

  • Estate planning utilising available reliefs and allowances, trusts and other vehicles.

  • How best to to hold your property portfolio.

  • Whether you should have a self invested pension (SIPP) or a small self administered scheme (SSAS) which can invest into your business and how much you can contribute each year.

  • Selecting an investment manager to manage your wealth and helping to set overall strategy including income and asset allocation.

  • Using debt to manage your exposure to inheritance tax.

Please contact Ken Chapman (founding director of BBK Wealth Planning)
+44 207 100 3411
+44 7950 301510
ken.chapman@bbkca.com

or

Anadan Arnold (founding director of BBK Wealth Planning)
+44 207 100 3411
+44 7931 570976
arnold@bbkca.com

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