Helping you work towards your financial goals is not just about maximising investment returns but also about minimising tax payments and controlling costs. Capital growth should not be considered as the only aspiration: not having the right tax strategy in place can erode your capital very quickly as can uncompetitive charges.
We will focus on all of these areas and at the heart of what we do is structuring your assets to mitigate your tax burden and maximise your return. Effective wealth planning is therefore a three tier process that involves:
- Looking at all the tax relief opportunities available to you, such as your spouse’s and children’s allowances, pensions, ISAs, capital gains allowances, dividend tax allowances, offshore investments, Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT)
- Organising investments into competitively priced products and ‘wrappers’.
- Underpinned by an investment strategy tailored to your circumstances.
We call it the 4-Box approach….
The content of this page is for general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Kingsbridge Wealth Management Ltd for advice.
What Clients Say:
Your service has been faultless and I have enjoyed dealing with you – as someone who could make the complex comprehensible
Kingsbridge Wealth Management ‘lifted the fog’ on the maze of pension options I had. They really know their subject and my family and I are comforted by the fact they are on hand to help and guide us on our pensions and investments in the years to come
I have been hugely impressed by the breadth of capability in financial planning demonstrated by Kingsbridge, but also the focus on attention to detail and customer care. It’s rare in today’s competitive market that one firm is able to deliver on all of these aspects