Estate Planning &
Wealth Preservation

Securing your family’s financial future

“What will happen to my estate when I’m gone?”

Bleak? Maybe, but it’ll be a load of your mind to rest assured that your loved ones are taken care of.

Regardless of what you have in property and assets, estate planning and wealth protection is an important bit of admin for us all. It might feel a little morbid, but it takes away some stress, ensuring that your loved ones are taken care of.

You’ve worked hard and invested carefully to build your wealth; you want to look after it. That’s why it’s important to plan for your wealth preservation and the eventual transfer of that wealth.

The reality is, we all need to have a plan in place for the eventual transfer of our assets, regardless of any tax or legal consequences. It is natural that many of us want to leave our wealth to those who matter to us the most. Having a well-managed estate can save time and legal costs in the long term, help avoid a large Inheritance Tax (IHT) bill, and cushion the blow for those you leave behind.

Wealth preservation and the transfer of your wealth is not just for the super-rich. It is essential for anyone who wants to ensure that their loved ones benefit from their inheritance and is not burdened by it.

One of our experts can help you with:

  • Having a clear picture of your goals
  • Setting up Trusts
  • Maintaining access to income and capital
  • Providing ongoing income and security for dependants
  • Protection from irresponsible beneficiaries
  • Providing for vulnerable or minor beneficiaries
  • Assessing and minimising risks to the inherited assets
Book your free initial consultation
Our advisers

Your adviser will work with you to understand your current situation and appetite for risk. All of the advice given will be tailored to you, your circumstances and your objectives.

You will be supported throughout your financial planning journey from setting long-term financial goals and working towards targeted growth, right through to retirement and taking income.

View our team

What our clients say

The customer service and one to one is exceptional

Patrick Lavin

Stuart has looked after our affairs for a number of years. He has always provided sound information and advice and we totally trust his judgement and recommendations. We feel very at home dealing with Stuart and nothing is too much trouble.

Pauline H

Always approachable with clear, friendly advice and instructions, responding to changing personal circumstances. I appreciate the continued long term relationship built up over many years which is both friendly and professional. The advice received has delivered excellent portfolio results which I will continue to rely on and trust with my future.

Colin MVia Trustpilot

James Hogg is a credit to Pareto. Always professional, well presented, organised and knowledgeable. He is a great listener, explains your options very carefully, checks your understanding and puts you at ease with decisions you then go on to make. He responds to requests speedily and makes himself available at short notice. I highly recommend James, particularly for clients who find the world of pensions and investment a mine field!

Louise F

Marcus has been a great support at times when I’ve needed to discuss and determine the best approach given my unusual circumstances. He helped me realise there is significant client support and a wealth of knowledge to Determine the right financial decision.

Damian Killen

I have known Stuart for many many years and he has represented me throughout this time outstandingly. He is an incredible financial advisor and has gone above and beyond in his work for me. He is always available, discreet and so personable that I would have no hesitation in recommending him to absolutely anyone. In fact, I have done so on several occasions. I class Stuart as a great friend, a superb advisor and a man of impeccable principal and class.

David Unsworth

The best compliment I can give to Stuart is that I trust him implicitly to advise me on how best to manage my finances to secure the best possible future for me and my family. I love my family more than words can describe and the trust I place in Stuart is thus no small thing. Great guy.

Chris SuttonJMW
Find us
Level 7, Tower 12,
18-22 Bridge Street,
M3 3BZ
Get directions