Financial services:
Financial planning
Financial planning is not just about choosing investments or arranging a pension policy. It is much more than that. We look at your whole financial circumstances, not just your savings and investments. Where appropriate, we look not just at you but also your family. Your first priority may be to ensure that you have financial security throughout your life. Beyond that, in most cases, the objective will be to keep wealth in the family. Estate planning may entail more than just avoiding inheritance tax. It may require sophisticated planning, generally involving trusts, to control family wealth in a way that does not spoil younger members of the family.
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At Cassons, financial planning is not product-driven. As a firm of chartered accountants, our culture has always been an advisory one, not a selling one. Of course you may need pensions, life assurance, or other protection - but only if proper financial planning shows the need for it.
For many clients, it is impossible to plan properly without taking into account their business interests. The plan should consider tax-efficient ways of drawing monies from the business. It should also plan for an eventual exit from the business. Proper planning may call not only for personal life assurance but also for keyman insurance to protect the business. In many cases, pension planning is intimately tied in with corporate tax planning. As a firm of chartered accountants and business advisers, with genuine expertise in tax planning and in corporate finance, we are able to offer the holistic financial planning that some advisers talk of but few can deliver.
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