Our expertise in dealing with the requirements of our more mature clients is recognised by a number legal firms who regularly refer clients who need qualified, independent advice.
The clarity of our recommendations will not only help the client to fully understand the aims of the strategy, but will provide a clear “audit trail” for families or attorneys into the future.
AV Trinity has recently developed the High Yield Capital Preservation Plan with the following in mind -
- Higher investment returns than normally available from high street deposits
- Flexible, to adapt to rapid or extreme changes in care fees or income requirements
- Accessible in the event of death
- Tax planning can be incorporated to include IHT mitigation
Complex, long term and expensive financial planning may appeal to some, but most seek simplicity and clarity.
We have over 20 years’ experience in dealing with these issues. We will review your position, without charge, and let you know if we can help, so please call us on Freephone 0800 668 1898
To contact our Private Client team pleaseclick here