Protecting your estate
At Bridge Investments we appreciate how hard you have worked to create and build your wealth; it is natural to want to pass it on to the next generation.
There are many things to consider when looking to safeguard your family and your estate. Inheritance tax and capital gains tax, illness and loss of income all need to be considered in an effective estate planning strategy.
Our team has extensive experience in estate planning for clients. We will firstly review all of your assets including investments, property, businesses, pensions, life assurance etc. We then analyse your future requirements and the effect that Inheritance Tax (IHT) may have. Finally, we will work with you to find the most effective way to pass your wealth on as you wish. The important point to remember when considering estate planning is that there are a number of strategies available to you including: Trusts / Gift Trusts and Discounted Gift Trusts to name but a few.
Please note that not all inheritance tax and estate planning is regulated by the Financial Conduct Authority.
My advisor at Bridge Investments partners is knowledgeable, well informed and not afraid to tell me things I might not want to hear. We make investment calls jointly, which is important, but the decisions are still mine.
…in March 2010 I signed up with Bridge Investments Partners, and they have provided me with financial advice and services to my satisfaction. I can recommend the services of Bridge as financial advisers and as a company. They are friendly and easy to get along with.
Angus Kirk has acted as a Financial Advisor to myself and my wife for nearly 10 years. When the company for whom he worked was acquired by another company, I decided to stay with Angus as I had always found him to be a man of integrity. He commenced business on his own account but has retained the “personal touch” when dealing with our investment requirements and his associates and staff are also diligent and helpful when required. I would have no hesitation in recommending Angus to any potential future clients.
A true financial partner, I have absolutely no hesitation in recommending him to anyone seeking more effective wealth management. He has been of immense help to me, not only in organising my financial affairs more advantageously and obtaining better value in terms of investment costs, but in terms of his patience in explaining his recommendations. Angus Kirk is a rare find – a highly responsive financial adviser who identifies his clients’ needs intelligently and then explains his recommended strategies in a straightforward and totally transparent way.