“My family and I have benefited from Bradley Stuart's bespoke combination of Investment Management, Tax Efficiency and long term Financial Planning for many years, and have no hesitation in recommending them to others"
David Godfrey
A Member of the Group Executive Board and Head of Finacial Services Markets, Swiss Re Services Ltd
Our background and experience in this important area is your guarantee of the most tax efficient treatment for your savings and investments. We recognise that the more tax efficient your investments, the less risk you will be required to take to realise the goals you have set for growth.
We advise on comprehensive tax planning including:
Tax efficient investment products – Retirement Benefits – Estate Disposal.
For the benefit of our clients the following is:
A guideline to the Laws of Intestacy in England and Wales (63 kb PDF)
An Estate Planning Questionnaire including an Inheritance Tax (IHT) Calculator (302 kb PDF)
