Passing on your estate
Prudent financial planning entails having strategies in place to manage the effect of inheritance tax on your pension fund – which could form a significant portion of your wealth – as well as your properties and investments in the event of your death.
You also need to be confident your executors have the flexibility they need to distribute your estate appropriately
Our 6-stage Process to Personal Financial Planning
We use a 6-stage process for our Personal Financial Planning services. To understand what’s involved at each stage, take a look at our podcast series opening up each step of the financial planning process.
Stage One
We take the time to get to know you, to understand the ‘what’ and ‘why’ of your financial goals. (Cassandra observes strict confidentiality in the handling of your data)
Stage Two
We establish and collate all the information we need to gain a thorough current position of your current assets and liabilities
Stage Three
We thoroughly analyze your circumstances to identify the possibilities and opportunities but also the potential pitfalls that may lie ahead
Stage Four
We create a clear plan to help you achieve your aspirations and goals.
Stage Five
We’ll put your personalized plan into action.
Stage Six
We’ll then make sure to track your progress and to consistently monitor and review. We'll be as involved as you’d like us to be in the management of your plan and are happy to work within your timeframe.