Our clients are typically senior executives, partners in professional firms, business owners and retirees with significant levels of income and/or net worth. They expect a certain standard of professionalism and discretion, and we ensure that they get a highly personalised service tailored to their individual requirements.

Some of their concerns and issues include:

• Ensuring they have sufficient capital and income in retirement to meet with their personal lifestyle objectives.
• Maximising legitimate tax sheltering opportunities wherever possible.
• Adopting a more cohesive and structured approach to the professional management of their investment assets.
• Considering how the use of simple Trusts can enhance and protect their family and business assets.
• Considering tax efficient methods of meeting school and university fees.
• Ensuring that any debt (e.g. mortgage) is constructed in the most appropriate way.
• Ensuring that their loved ones are fully protected in the event of any significant unforeseen circumstances.
• Mitigating inheritance tax on their estate and ensuring that assets are passed on to the next generation in the most efficient manner.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

The Financial Services Authority does not regulate will writing, taxation planning, trust advice or some forms of education fee planning.

Capital Asset Management Plc is a trading name of Capital Asset Management (Financial Planning) Plc which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 225112

Capital Asset Management (Financial Planning) Plc
Registered Address:
52 Cornhill, London, EC3V 3PD
Registered in England & Wales, No. 04695777