Protection

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It is important to discuss financial matters and review all your financial affairs regularly – from pensions to investments, wills, lasting powers of attorney and life policies in trust – with someone you can trust and seek specialist advice where necessary.

How well protected is your wealth?

How would your family manage if you were to die now or become seriously ill? Along with their obvious emotional distress in losing a loved one, your dependents could face a sudden negative change in their financial position – unless you have planned for such an event, so that their needs are provided for.

If you have children, have you made provisions for their care, education and financial security?

We consider the tax implications

Blackstone Moregate will provide a full analysis to determine whether your provisions are sufficient, and identify any shortfalls. We can then either re-align existing arrangements to maximise their efficiency, or if necessary, put in place new arrangements. Just as important is what trust provisions you arrange to ensure that the funds go to the right people in the most effective and tax-efficient manner.

TESTIMONIALS

Kind words from our customers

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Apart from the courtesy and warm greeting I experience each time I speak or meet you or any of your team, I am always impressed by the level of knowledge...

Christian Stanley

I have been a client of Vijay Thakkar and Blackstone Moregate for over twenty years. Throughout this time they have carefully and sympathetically managed my small...

John Branscombe

We had a complex SIPP requirement involving multiple pension schemes and a joint property purchase. Our previous advisor had informed us that the chances...

Adrian Cowley

Get your Financial House in order