CUSTOMISED

SPECIALIST PLANNING SERVICE

Bespoke wealth management tailored to your individual requirements for our high net worth clients.

At iWealth we provide bespoke financial planning services to a range of clients via our Private Client Service.  Typical clients include:

  • High Net Worth Individuals
  • Sports Professionals
  • Entrepreneurs
  • Directors
  • Medical Professionals
  • Airline Pilots

We also manage and provide specialist investment advice services to:

  • Trusts
  • Charities
  • Family Investment Companies
  • Personal Injury and Clinical Negligence Settlements

The nature of these clients means that they tend to have more complicated tax and financial arrangements and as such, our bespoke holistic advice is perfectly suited for all their financial planning needs.

The following areas of advice are covered under our Tax Planning pages:

  • Income Tax Planning
  • Capital Gains Tax Planning Service
  • Inheritance Tax & Estate Planning Service