Estate planning

Effective estate planning is about getting the right balance between maintaining access to your money when you need it and saving tax.

Estate planning

Effective estate planning is about getting the right balance between maintaining access to your money when you need it and saving tax.

This is because, in general, the more tax-efficient a solution is, the less access you have to your assets. Safeguarding your own financial future is very important, and giving too much away could put this at risk. At Aries Wealth Management, we can help you choose structures and trusts designed to protect your assets and give your family lasting benefits.

Estate planning, trust planning and tax planning is not regulated by the Financial Conduct Authority.

  • Investments
    Aries Wealth Management can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return.

    Read More
  • Pensions
    Planning for your retirement is possibly the most important financial decision you will ever make.

    Read More
  • Protection
    Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.

    Read More
Top