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PRIVATE CLIENTS

 

Protect, Preserve and Pass on your Wealth

With increased wealth comes increased decisions, which is why Lifecare offers a holistic and integrated Private Client service. Aimed to assist our high-net-worth clients in structuring assets and insurances to benefit their business and family in the longer term, this bespoke and customised relationship will work through each individual situation, to identify and action the most appropriate plan to secure your future.

Our personalised services include:

Inheritance tax planning for UK properties

Executive Keyman and Shareholder protection insurance

Utilising Insurance solutions for diversified income streams

Guaranteed Income for life

Legacy planning

Based on your personal risks, aspirations and financial demands, our financial planners can produce an effective road map to help you reach your desired financial destination and meet the challenges of different life stages with peace of mind. Holistic advice would typically include:

 

  • Offshore banking
  • Cash flow planning
  • Retirement and pension planning
  • Estate planning and wealth protection
  • Tax and trust planning

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We’ll ensure you always get the best guidance for your needs