At Tilney we have experts who specialise in helping senior executives with their complex financial circumstances, and we provide executive financial counselling for a number of large businesses.
You may need help with planning for retirement, managing Inheritance Tax, investing for the children in your life, or a more tax-efficient structure for your finances. Alternatively, you may need a full financial plan that meets all your goals and requirements. Whatever you want to achieve with your money, we can help you – and if necessary, manage your investments to ensure your goals become a reality.
Our financial planners often use cashflow modelling to forecast a client’s future finances. This can help to answer questions about how much you should be investing for your future, at what age you can stop working and how much you are able to give away. We can also look at different scenarios such as:
Pension tax rules can be especially complex for higher earners. Our experts can help you with:
Whatever we are helping you with, the advice we give will be based on your individual tax situation. Your financial planner can structure your finances tax efficiently and ensure you are making the most of all available tax benefits and allowances – from simple accounts such as ISAs to more complex, riskier schemes.Find out more
Get in touch to find out how our financial planners and investment experts can help you.
Senior executives speak to us about estate planning for many different reasons. Some want to provide for the next generation or leave money to charity when they die, others want to cut an Inheritance Tax bill. Our financial planners can:
Investments may have an important part to play when it comes to achieving your future goals. At Tilney we have a range of investment services, depending on how much involvement you would like. Our experts can give you advice on your investment decisions or manage your investments for you.Find out more