Our expertise in dealing with the requirements of our more mature clients is recognised by a number legal firms who regularly refer to us 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

To contact our Older Client Team pleaseclick here