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