What is your Legacy?
Utilising a full spectrum of in-house expertise, our Private Client Wealth team provide a holistic and cohesive approach to creating your life plan.
“Success is about leaving a legacy of generosity and kindness rather than a trail of destruction” – Crystal Eisinger
What financial assets do you want to acquire, and what ambitions do you have for your retirement and your family’s future? What will your life look like in ten years? How about twenty?
Here at CTT Private Client Wealth, we can assist you with financial and lifestyle planning. Whether you’re a business owner or an individual with a complex estate, we pride ourselves on being a centre of excellence. So we want you to feel secure knowing that your pensions, investments and savings will work hard for you and provide a comfortable future in the most tax-efficient way.
Find Your Financial SolutionAre you a professional adviser looking for wealth solutions for your clients?
We offer support to members of the professional adviser community across several areas, from product advice to completing work for your clients that sits outside of your area of expertise, without a requirement to direct them elsewhere. In addition, we offer referral fees for work completed on your behalf. Head to CTT Group to learn more about the unique support mechanism we provide.
Go to CTT Group WebsiteWealth Solutions that Suit Your Lifestyle
You’ve worked hard for your assets, but are you aware of how much you will need to save and invest in securing the future you dream of? Do you know how much you will need to live comfortably during your retirement? We understand all clients’ goals are different. Utilising our vast experience and specialist knowledge, we look at the broader picture of your financial lifecycle to provide accurate and valuable advice.
Securing your financial future starts here.
Business Succession
Have you considered what would happen if you lost someone vital to the profit or running of your company through critical illness or death? Business protection helps company owners safeguard against the unexpected to ensure that operations continue with minimal disruption. Disclaimer: This service is regulated by the FCA.
Pensions & Investments
Have you considered your cash flow as you approach retirement? We can create a retirement plan that utilises your assets. Through pensions, ISAs and investment bonds, we can help you maintain your lifestyle throughout retirement whilst managing your wealth in a tax-efficient way. Disclaimer: This service is regulated by the FCA.
Trusts
Trusts have long been instrumental in mitigation tax and there are many types of trusts with various rules affecting them. We can help you to understand and implement the most appropriate options for your needs and financial goals.
Inheritance Tax Planning
How much tax would need to be paid on your estate in the event of your death? We can help arrange your financial affairs to mitigate your inheritance tax liability and ensure your beneficiaries receive the maximum possible amount from your estate. Disclaimer: This service is regulated by the FCA.
Independent Financial Advice
When you have a range of financial interests, accessing the right financial expertise is vital. A multitude of options are available and we pride ourselves on getting to know your circumstances to find the optimal solution for you. We help you work smarter, not harder.
Family Succession
You have spent your life accumulating your assets and wealth; it’s vital they are passed on properly. With our trust and fiduciary services, you ensure that, no matter the extent or complexity of your estate, your beneficiaries receive what you wish them to.
01The Private Client Wealth team have been instrumental in helping us set a course to drastically reduce our Inheritance Tax liability. Bob’s team listened to our goals and worked with us to understand how to manage our assets so we can enjoy our retirement.
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