Secure assets for future generations

Tax free inheritance planning

Trusts, in their many forms, can be used to pass assets to your beneficiaries outside of your estate which, by avoiding probate can help save time, probate fees and potentially taxes. Trusts give you control to specify how they are set up and for whom they might benefit, so ensuring the assets within the trust are managed to meet these individual requirements is key.

Bespoke wealth management

At WAM our success story is built upon relationship, trust and word of mouth. Many of our clients have introduced us to members of their family to the extend that we often manage investment portfolios across multiple generations.

Expert investing and planning

More information

Whether your existing pension is within an employer-sponsored scheme, or you want to start a new one, our discretionary services could be appropriate for your pension scheme.

With our focus on providing a personalised approach to managing your portfolio, we can help you ensure your pension arrangements are appropriate for your individual goals.