At Pettengell Wealth Management LLP we have an expertise in Trust* and Estate Planning and also provide our clients with a complete financial planning service.
Our expertise helps clients build and preserve wealth, this involves, designing an investment portfolio to fit a client’s specific objectives, planning to minimise the impact of tax, utilising allowances and making sure the right people inherit the family wealth so there is a clear succession plan in place.
Our clients generally require a long term commitment to help them manage their affairs and that is a key part of our review service.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.