Posted on March 3, 2014 by admin - Investment, Retirement
Expert, flexible approach to accumulating and managing wealth
We provide clients with an expert, flexible approach to accumulating and managing their ealth. Understanding your financial circumstances is crucial in making sure we tailor the right investment solutions for you. Regardless of what stage of life you’re in, we can help you to protect and grow your wealth. (more…)
Posted on March 3, 2014 by admin - Retirement
Looking for an alternative to buying an annuity?
When you want to access your pension pot, you have several choices. The right choice for you will depend on a number of different elements, such as your tax position, whether you have a partner, your attitude to risk and even your health. (more…)
Posted on March 3, 2014 by admin - Protection
Funding a potential Inheritance Tax liability
After taking the appropriate steps to put in place an Inheritance Tax planning strategy, if there is still the potential likelihood of a liability on your estate or if you have made gifts which have created a potential liability for the recipients if you die within seven years, we can help you review how you could fund this liability in the most efficient way. (more…)
Posted on March 3, 2014 by admin - Protection
Managing wealth
We can advise you on a range of different trust solutions, each designed with a particular purpose in mind. (more…)
Posted on March 3, 2014 by admin - Protection
Helping you control and protect your assets
One of the most effective ways you can manage your estate planning is through setting up a trust. The structures into which you can transfer your assets can have lasting consequences for you and your family, so it is important that you obtain professional advice
as the right structures can protect assets and give your family lasting benefits. (more…)
D O'Kane Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.
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