Filling the advice gap for those engaging with their wealth
WealthCalculators by WPC
Helping people to help themselves
LIFE PLANNING
We offer a range of tax planning arrangements, mitigating inheritance tax, income tax and CGT.
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Estate planning solutions that allow clients to reduce their taxable estates, whilst retaining flexible access to capital and growth, if the need arises.
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Additional flexibility allows clients to cascade wealth to beneficiaries on a multi-generational basis, with the ability to maximise tax effectiveness for the beneficiaries during their own lifetimes.
INVESTMENT PLANNING
We can work within your existing centralised investment proposition, or provide access to asset management options designed specifically for the tax planning solutions we offer.
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Wealth Planning Consulting works directly and indirectly with a number of platform providers and discretionary fund managers to ensure that underlying investments are suitable for both your clients, as well as your business.
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If you are reviewing your own investment proposition, we have access to investment managers that can 'tailor' their services to your requirements.
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Wealth Planning Consulting provides a consultancy service to help you develop or review your own centralised investment/retirement proposition, specific to the needs of the various stakeholders within your firm.