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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.

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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.

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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.

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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.

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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.

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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.

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Undertaking regulated services means we adhere to the exacting requirements of the Solicitors Regulation Authority.

CTT Private Client Wealth is proud to be SRA regulated on our Business Succession, Pensions & Investments and Inheritance Tax Planning Services.

About our SRA Regulated Services