Old Bray Wealth

EIS’s, SEIS’s and VCT’s invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.The value of pensions and investments can fall as well as rise, you may get back less than you invested.

We work with higher net worth clients, e.g. clients with a high risk appetite, to manage their Income and Capital Gains tax liability simply and effectively. However, many of our higher net worth clients require help across multiple planning areas.

If you have substantial income or assets you will undoubtedly need help with most aspects of financial planning, this is when working with a planning firm that can bring together all loose ends in a joined up way becomes really valuable.

For more information on Estate Planning, Tax, Large Loans and Business Advice, please visit the services page or simply get in touch to find out how we can help.

We differ from other advisory firms in that we provide truly joined up financial advice, meaning that we understand what ‘financial planning’ comprises of, i.e. working with a quality financial adviser, accountant & possibly legal firm, depending on your requirements. We bring these threads together to join up the dots and ensure that nothing is missed from your business and personal financial plan.

For more information, please get in touch.