Wealth & Estate Services
Make the most of today, whilst preparing for tomorrow.
With joined up consultancy, our panel of professional advisers can advise on and implement Inheritance & Estate Planning, Investment Advice, Taxation, Insurance & Protection, Savings & Pensions, business & personal coaching, and much more.
Can we help you with your….
Tax Planning
Tax planning is a vital part of wealth management, we provide expertise on all aspects of tax planning for individuals
Estate Planning
Estate Planning is key to protecting your legacy for future generations
Financial Planning
We offer support with investments, portfolios and all aspects of financial planning for individuals
Tell us what you need.
We work to understand what is important to you and devise a package of support for your specific needs.
We can promise you expertise, services and solutions that are tailored to your situation.
Understanding your unique goals, risk tolerance, and financial circumstances is key. Whether you’re looking for specific solutions, or a raft of different products and services, contact us and see how we can help.
Some areas where we can help…
Wills & Legal
Making or Updating a Will | Lasting Powers of Attorney | Declarations of Trust | Property Transactions
Financial Advice
Retirement Finances & Pensions | Investments | Mortgages & Lending | Property Owners & Landlords
Insurance & Protection
Life Insurance (Whole, Term, Joint Life) | Critical illness | Terminal illness |
Children’s cover | Asset Protection
Trusts & Estate Planning
Inheritance & Estate Planning | Structuring and Protection | Inheritance Tax Planning
Probate & Family Dispute
Estate Administration | Claims Under Inheritance | Contentious Trusts and Probate | Early Family Dispute Resolution
International
Tax Advice | Residency and Domicile | Succession | Cross-border Wills, Estates, Trusts & Probate | FCOs
About One Consultancy Private Client Solutions
Wealth solutions for private clients encompass a tailored approach aimed at preserving, growing, and strategically managing your assets and succession plans..
These solutions often involve a blend of professional services, investment strategies, estate planning, risk management, and tax optimisation.
Understanding your unique goals, risk tolerance, and financial circumstances is paramount. Whether you’re looking for specific solutions, or a raft of different products, we can help you. Contact the team today.
Contact our Expert team today
Helping business owners and investors make the most of being in business
One Consultancy Solutions
Ask a question or enquire about a service
For specific enquiries, or to become a client please fill out the form and a member of the team will get back to you, or call us directly on 0203 988 0630
Bringing you joined-up services from the One Consultancy Group.
