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Exit Strategy Planning:
Having specialised in wealth management for many years, Fraser Financial Services is being asked by its business owner clients how they might exit their businesses? Can Fraser Financial Services provide an exit planning service? The answer is of course ‘Yes’!
Our corporate financial unit have great expertise in this area and work with owner-managed businesses with a value between £2-30 million across most types of business.
So if you have been considering how you might exit your business and obtain the best possible price for it, contact Fraser Financial Services.
SOLUTIONS FOR BUSINESS OWNERS |
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Financial Planning:
Fraser Financial Services looks to provide a complete financial planning service, integrating the aims, objectives and aspirations of clients with the tax and investment expertise gained over many years of dealing with planning solutions for client financial problems.
Fraser Financial Services consider fully a client’s tax and planning requirements with the aim of minimising, deferring or eliminating taxation based on current and long-term planning.
By understanding a client’s circumstances, Fraser Financial Services aims to provide interconnected advice within the areas of tax, estate planning, retirement advice, financial planning and lump-sum investment.
SOLUTIONS FOR FINANCIAL PLANNING PROBLEMS |
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Retirement Planning:
At Fraser Financial Services we specialise in appraising and consolidating that disparate bundle of pension plans you may have accumulated over your working life with the aim of providing you with the most flexible and appropriate control of your income in retirement.
Fraser Financial Services can offer a bespoke retirement planning service for those still building their retirement fund or a highly personalised Self-Invested Pension Plan (SIPP) for those who are closer or at retirement and need specific advice on their options.
Fraser Financial Services can bring high level expertise to the retirement planning process for: individuals, business owners and high earners and for immediate retirement.
SOLUTIONS FOR RETIREMENT PLANNING PROBLEMS |
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Inheritance Tax or Estate planning:
Having paid tax throughout their working lives, many clients find the thought that the Chancellor of the Exchequer will receive more of their estate than their own children or beneficiaries to be quite unacceptable.
At Fraser Financial Services we have access to proven flexible trust arrangements, which can ensure that more of a client’s estate ends up where they want it to without losing access to the capital during their lifetime.
Fraser Financial Services can show you how to use one of the least used but most effective IHT exemptions and still retain control of your capital.
SOLUTIONS FOR IHT PROBLEMS
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