Smart Wealth Management LLP
Financial Services - London, England, United Kingdom
Smart Wealth Management LLP Employees
Smart Wealth Management LLP Details
Smart Wealth Management : Personal Wealth Management Creating, managing and protecting wealth, most of us seek to create, manage and protect our wealth. Passing onto future generations wealth that we have either created ourselves or inherited. Smart Wealth Management Solutions takes account of these aspects as part of an all encompassing approach to wealth management. Creating WealthThrough work we seek to create, either in the value of a business enterprise or through our savings. Smart Wealth Management can advise on the most tax efficient vehicles, taking account of client's risk tolerance, timescales and other assets. Managing WealthAs wealth is created, it must be managed efficiently and effectively. Central to this portfolio management, taking account of all assets (pensions schemes, ISAs, PEPs and other investments) and liabilities (mortgages, business loans etc). Protecting WealthFundamental to most clients is the need to protect the wealth they have worked hard to build. We can advise on how wealth can be protected, both against adverse stock market conditions and taxation through the use of portfolio planning, trusts and other tax efficient structures. Full Financial ReviewUnderlying your financial objectives is the first step in planning for your smart wealth management. Whether you are looking to plan your retirement or for other shorter term objectives the smart approach will help.In our capacity as independent advisors, we are not tied to any one provider and therefore you will always receive impartial advice.We advice on the full range of financial planning requirements including:Retirement planning through Pensions Investment Strategy Protection of Wealth via Insurance Inheritance tax planning Specialist Investment and tax sheltering schemes not commonly available to the retail market e.g. film partnerships, VCTs, EIS, and offshore bonds.
