Wealth management
Individuals who hold assets of considerable value may have a wider range of investment
planning needs than the average investor. To meet such needs, Park Row offers a
comprehensive wealth management service.
This incorporates advice on savings and investments, including diversification into
relatively sophisticated investments that may be suited to the objectives of more
substantial investors. The service also includes Inheritance Tax planning and consideration
of potential care needs in later life. Subsequent regular reviews by a highly qualified
Park Row adviser will take account of relevant changes to the client’s investment
objectives, the current economic and investment outlook and any changes affecting
potential liability for IHT or other taxes.
The FSA does not regulate Inheritance tax planning
|
|