/Punter%20Southall%20Group%20Theme%20DO%20NOT%20DELETE/SVGs/PS-Search-Icon-Blue.svg){kind=icon}
/Punter%20Southall%20Group%20Theme%20DO%20NOT%20DELETE/SVGs/PS-Hamburger-Menu-Blue.svg)
/Punter%20Southall%20Group%20Theme%20DO%20NOT%20DELETE/SVGs/PS-MobMenu-Close.svg)
Managing Wealth
Why is managing money important?
Providing an income as your earning ability reduces, is key when planning how your future might look and feel. We help you invest, build and pass on your wealth.
Building and nurturing relationships
Formulating a comprehensive plan and wealth management strategy will help you create a more secure financial future.
How we help
We’ll work with you to safeguard your capital against erosion from inflation and tax.
Sharing and distributing your wealth to the people and organisations that matter to you.
What we do
If you already have investments in place, we’ll determine if they are still suitable for your current circumstances, and whether they offer good value for money. If any adjustments would be beneficial to you, we’ll propose alternatives and back up our recommendations with clear explanations.
When you decide that the time is right to share your wealth, we’ll incorporate this into your plans and offer you advice that will support any distributions you wish to make.
How we do it
What we can achieve together
Beating inflation over the long term
Finding value can be hard. Real growth that accounts for inflation is often overlooked for short-term gains.
We are dedicated to inflation-plus investing, a philosophy that grows and protects the real value of assets,
We can make your portfolio as tax efficient as possible
A reliable way to maintain your investments is to structure your assets in a way that ensures you pay the lowest amount of tax possible.
We can identify tax breaks and reliefs you’re entitled to use to make your portfolio as tax efficient as possible.
Pass on your wealth and legacy to your loved ones
At the heart of every wealth distribution strategy is the plan for transferral of assets, investments and personal items to organisations, charities and loved ones upon your death. We’ll help you prepare a thoughtful plan to ensure your instructions can be followed as quickly and efficiently as possible.
Prepare for long-term care and future possibilities
In the future, you or your loved ones may need care assistance. Care is expensive, so you may require additional income or a lump sum to afford it.
Our specialist advice and planning for long-term care will help you prepare financially for this possibility before you or your family members need it.
Building a roadmap to retirement
As you approach retirement, there are many financial considerations to think about. We help you create plans and build the financial security you need.
Saving for retirement is something that many of us put off because of other financial commitments. We’ll prepare a financial roadmap and help make your plans for retirement a reality.
Clear up taxing matters
When specialist advice is required, we have the expertise to handle even exceptional circumstances.
Major, once-in-a-lifetime occurrences or uncommon circumstances require exceptional advice. From coping with Inheritance Tax Planning, to building tax-efficient Trusts. We help you solve the problems that complex tax and financial arrangements can create.
Get in touch
Talk to a specialist
Our team are always happy to help.
If you have a query for us, just fill out the short form and we'll be in touch.
We think these may interest you
Related resources
Steve Butler | 04 October 2021
Bryan Parkinson | 30 September 2021
Related resource
Inheritance tax: what it is, and how to mitigate it
A guide to help you understand the rules around inheritance tax
