High net worth individuals

Are you on top of your money?

We provide a specialist service for high net worth individuals to ensure they maximise the return they receive from the assets they own. We approach this from three points of view:

  1. By providing financial advice, we present strategies for creating investment portfolios that maximise the potential return on our clients’ investments.
  2. We provide valuable advice to our clients on their business ventures.
  3. We determine the best structures for them to mitigate their tax liabilities.

We offer a full financial planning service so that you are able to preserve your wealth for your lifetime and even beyond that for future generations. We can ensure that your funds are properly invested in a balanced portfolio of assets so as to achieve the best possible returns consistent with your particular circumstances.

Equally important is the need to plan for your retirement. Goldwins will guide you through the complexities of pension planning so as to achieve prosperity in your twilight years, enabling you to enjoy all the activities you never had time for whilst working full-time.

Inheritance Tax is the time–bomb which charges your estate on death at tax rates of 40% once your wealth exceeds the exempt band. However, there are many strategies which can be used to reduce your exposure to this tax and it is essential to start planning early. We will help you with setting up trusts if appropriate, scheduling of lifetime gifts and planning your will amongst other ways of ensuring that the minimum proportion of your hard earned wealth ends up in the hands of the taxman.

So, whether you want to save for your family's future, get the best rate of return on your investments, enjoy life without squandering all your hard-earned cash or take advantage of all the tax reliefs on offer, your first port of call is Maygrove Road, NW6, where one of our partners will be happy to give you a free introductory consultation.

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