WEALTH MANAGEMENT SOLUTIONS

Wealth management solutions ...

Protect ~ Plan ~ Invest

How can I protect what I have today and build wealth in the future?

You need advice which is as individual as you are. Wood and Disney's wealth planning solutions look at your financial goals and aspirations both personal and business and together with trusted Independent Financial Advisers, we put together a plan to protect the wealth you have gained to date, identify future risks, plan to minimise your tax liabilities and ensure that your wealth is invested to give you the best return available at a level of risk that you feel comfortable with.

How do Wood and Disney help you PROTECT what you've built today?

Protect your assets, both personal and business, to move from vulnerability to a position of security.

Ring Fence

Wood and Disney ensure that your business and personal property, savings and assets are ring fenced to protect the wealth that you have accumulated today.

Restructuring

Wood and Disney optimise the Capital Gains Tax, Income Tax and Stamp Duty implications of moving or selling assets, properties or your business, ensuring the right structures are in place to minimise your liability.

Risk Management

Wood and Disney know that running a business means taking risks. Potential threats to your wealth and security can be managed if you have in place business and financial structures, insurances and the right legal frameworks to protect you.

Why is PLANNING so important to build future wealth?

Putting the right structures in place and planning your income, estate and pension to minimise your tax liabilities will protect your wealth so that you will pay your fair share of tax but keep your tax bills to the legal minimum to protect your hard earned wealth for you and your family.

Pension Planning

Pension Planning – this is potentially your second biggest asset after your home but it doesn’t happen by accident or by itself. It needs planning and advice from a qualified professional. Wood and Disney are not authorised to offer advice regarding pension investments and therefore will introduce you to suitable Independent Financial Advisers.

Estate Planning

Estate Planning – who would you prefer to get your money after you die? Your beneficiaries or the Government? Inheritance tax (IHT) used to be referred to as a ‘voluntary tax’ for the very wealthy, but not any more. With the recent dramatic increases in property values without a corresponding increase in the IHT threshold, many more estates have come within the Taxman’s grasp.

Personal Tax Planning

Personal Tax Planning – again you cannot save tax after the tax year has ended so you need to plan. Every pound of income tax you save means more income at your disposal. Every well planned disposal of assets means minimal capital gains tax, and every inheritance tax saving means more benefit for your beneficiaries.

How can Wood and Disney help you make the right INVESTMENTS for your future?

Making sure that your pension and investment pot grows can be challenging especially in the current economic environment. Your future retirement and security depends on your wealth being invested not only to maximise returns but equally importantly, to ensure that risk is carefully considered to ensure the security of your investments. Wood and Disney are not authorised to offer advice regarding pension investments and therefore will introduce you to suitable Independent Financial Adviser.

You need advice which is as individual as you are. You need unbiased and independent financial advice from a qualified financial adviser. We are therefore delighted to introduce our clients to Continuum, a modern National Independent Advisory Business who are able to provide a face to face service to our clients wherever they are based in the UK. So whether you are in Plymouth or Inverness, in Liverpool or Colchester you will have a local adviser who will work with us to help you achieve your financial goals.

Continuum Independent Financial Advisors

Continuum - Professional Adviser 2020 Winner, Adviser Firm of the Year, South West and Wales

Continuum - Wealth & finance, Global Business Excellence 2019

Visit their site Continuum.co.uk and view their list of recommended services.

Continuum (Financial Services) LLP; Registered address: Falcon House, Eagle Road, Plymouth, PL7 5JY. Registered in England and Wales. OC393363.

Continuum is a trading style Continuum (Financial Services) LLP which is authorised and regulated by the Financial Conduct Authority. Continuum (Financial Services) LLP is a Limited Liability Partnership.New Paragraph