Holistic Wealth Blueprint for High Net Worth and High Income Individuals

If you want to build a skyscraper, you first need a ‘blueprint’, a plan of the building works from ground works upwards.  Without a blueprint and then solid foundations, the skyscraper will likely collapse.  The same can be said for our wealth and future financial wellbeing.

Initial and Pre-Retirement Review

We already offer a mainstream Initial Review Service for a professional review i.e., ‘the good, the bad and the ugly’ of your pensions and investments.  In addition.  We also offer a pre-retirement review of your pensions and investments but also including state pensions and other assets to create cash flow modelling plans from today through to retirement age and then to life expectancy (taking into account care fees risks as well as special one-off expenses for a new car, expensive holiday or future proofing your home as well as late life care planning).

Initial Review and Pre-Retirement Review Fees: Review Plans

Full Blueprint Review for High Net Worth and High-Income Individuals

• People with significant wealth or high earners or more complex financial arrangements including offshore and overseas assets as well as higher rate complete review of your existing insurance, pensions, investments, tax, income, assets and usually a more complex tax status.
• We will research, report and advise on your current property, insurance, pensions, investments and insurance portfolio.
• We will explore your mortgages and debt (where applicable), tax reliefs, premiums you pay/paid, charges, penalties, investment returns, values, funds you are invested in and all their available funds to you with our analysis and an unbiased portfolio recommendation.
• Your portfolio blueprint will also consider (where applicable) tax, trusts, current and future income and savings needs, target funding, retirement income cash flow modelling, business interests, school fees/university fees, pensions, best use of tax relief, high earner issues, pensions annual allowances and taper relief, lifetime allowance, inheritance tax planning, care fees planning and any other options you wish to explore as a UK or overseas resident.
• The blueprint will not include new investment/provider recommendations (that would be stage 2 implementation) but will include specific funds recommendations (for existing schemes) and will include generic provider and asset allocation and trust and onshore/offshore investment/pension and tax recommendations.
• The blueprint will give you all the technical solutions to put you in an unbiased, informed position of all your options and you are then free to take our advice, adapt the advice or indeed ignore it. 
• You are not tied to us and are free to use us or indeed another adviser or do it yourself as you see fit.   This advice will be targeted to make or save both you and your family estate (where applicable) many thousands of pounds over the coming years. 

Blueprint Fees:  Wealth Blueprint

Financial, tax, pensions and estate planning work is complex for all let alone when dealing with Higher Net Worth Individuals hence us offering a blueprint review for those with significant wealth or income and usually excellent value for money both in the short and long term wealth when comparing fee costs against the size or your wealth and indeed the improvements we may make in tax savings or other investment income and growth.

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