Wealth preservation.

Wealth preservation.

Wealth preservation.

Playing the long game

You’ve worked hard and got yourself to a comfortable position. The trick now is to stay there over the course of your lifetime – and to make sure your successors benefit, too. Wealth, once acquired, requires active management to maintain its value in the face of inflation and other market forces. The best defence is to keep it growing, through a mix of sensible investments, tax planning and careful direction of your legacy.

 

Planning, pensions, life assurance

In life, smart investments, tax planning and an intelligent approach to pensions all help secure your financial position. One of the best ways to boost the value of your estate after you’re gone is through life insurance. Ensuring you have a solid, properly drawn-up will is also vital. And making sure you’ve planned your estate in a way that minimises the impact of inheritance tax is a good idea, too.

We can help:

  • Maintain the value of saving, investments and assets.
  • Avoid unfair and unnecessary tax bills.
  • Pass on the maximum benefit to your loved ones.

I have been advised by Bulley Davey WM for many years. Most recently, they have been helping me and my family with complex estate planning and wealth preservation. They are clear and patient explaining things to me. I really appreciate their advice regarding my latest financial planning, and I feel confident that I have made the correct investment choices.

Anne, Peterborough

We can help:

  • Maintain the value of saving, investments and assets.
  • Avoid unfair and unnecessary tax bills.
  • Pass on the maximum benefit to your loved ones.

I have been advised by Bulley Davey WM for many years. Most recently, they have been helping me and my family with complex estate planning and wealth preservation. They are clear and patient explaining things to me. I really appreciate their advice regarding my latest financial planning, and I feel confident that I have made the correct investment choices.

Anne, Peterborough

Let’s get the conversation started.