Introduction to our Financial Blueprint Review Service

For those with complex needs, high net worth, high earnings or with international interests, your needs within a financial review may be more complex than the average individual.  Think about the following:

• Marital Status:  Single, married, civil partners, divorced, widowed, twice divorced, twice widowed, ‘common law’ partners?  Ther are many laws and rules that are affected by your marital status.
• Children:  None, yours together, single parent, stepchildren, grandchildren, children with special needs, foster children, adopted children, blended family, university, school fees, weddings, help on property ladder?
• Work: Self employed, employed, owner/manager, owner director, volunteer, partnership, retired, Crown employee, working overseas, seconded, retired, partially retired, work from home?
• Earnings: Earned, unearned, retirement./pensions, investment income, low income, middle income, higher earner, super earner,  bonuses, dividends, share options, international share options, intergovernmental organisation (UN, World Bank etc)?
• Wealth:  Inherited, saved, invested, high risk, low risk, specialist, large wealth, complex needs, specialist investing, tax efficiency, trust investing, onshore, offshore?
• Pensions: Large, small, defined benefit, defined contribution, onshore, offshore, overseas pension, SIPP, SSAS, annuity, flexible drawdown, uncrystallised fund pension lump sums, triviality, small pots rules, ‘tax bubble’ intergovernmental pension, lump sum allowance, lump sum death benefit allowance, inheritance tax, salary sacrifice, annual allowance, money purchase allowance, tapered relief, double tax treaties, state pensions, overseas state pensions?
• Taxation:  income tax, capital gains tax, inheritance tax, investment income tax, chargeable gains, pre-owned asset tax, annual tax on enveloped dwellings, international taxes, double tax treaties, tax penalties, tax resident rules, long term resident rules?
• Insurance:  Death, illness, disability, serious injury, partnership protection, directors share protection?
• Property: mortgages, landlords, buy to let, holiday let, property taxation, property inside company, farmland, business property, overseas property, shared, equity release?
• Investment Funds: Onshore, offshore, charges, fund selection, fund performance, risk profile, investment experience, tolerance to losses, types of funds, types of suitable products, trusts?
• Wills, Estates, Powers of Attorney:  Ensuring your wishes both in life and death are as you require and compliant with both UK and international laws in addition to ensuring tax efficiency, trusts, severance of joint tenancy (to protect property), discretionary trusts, pilot trusts?

We could go on ….

The Blueprint Review is for those will perhaps more complex financial needs or higher net wealth and is designed to deliver a ‘blueprint’ model for yours and/or your family’s future and financial well being, it is a complete, holistic, and factual financial plan and review from cradle to grave.  It will cover every aspect of your ‘financial life’ that we can think of.

Expensive or Make Money, Save Money, Pay Less Tax?

With fees at c£6,000 - £12,000, this service is not cheap, but we are confident in our ability to offer advice that will make or save you money in excess of these fees over the coming years.  In one recent case, we saved our client £17,000 per year in fees alone.  With another, we have protected a client’s wealth and have legally reduced their inheritance tax liability on 2^nd death by over £200,000 overnight, which will become even bigger IHT savings over the years to come.  We could go on …

See Blueprint Review Fees:

Wealth Blueprint

Other Focused Review Services:

Review Pensions and Investments  Pre Retirement Review  Later Life & Inheritance Tax Review

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