Wealth management
Businesses and their owners holding 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 can be arranged by a highly qualified Park Row adviser.
These 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.
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Please note:
IHT planning is not regulated by the FSA
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