Client login

Guide to estate preservation

May 10, 2022

Walden Capital specialises in providing a bespoke wealth management service for our clients.  We help our clients feel assured that their financial needs will be accommodated now and in the future, and the financial assets that they ask us to provide advice on are managed efficiently and effectively. 

There are three pillars to the financial aspects of wealth management. 

  • The first would be the actual investment; ensuring that your money is deployed with an appropriate level of risk; and using components which work together to build an efficient portfolio. 
  • The second is to do this in a tax aware fashion, and ensure that as far as possible you retain the growth you’ve earned. 
  • The third and final pillar is where our skill as independent advisers lies, using our knowledge and inspiration to build a plan that ensures that your money will be available to you when you most need it.

An important element of this last pillar is what happens when you die.  For many of our clients estate planning is an important consideration.  You may have worked incredibly hard for your money, and you may like to see it pass to your children or other beneficiaries after you no longer need it.  There are many things that can be done to improve this, from the simplest of having a will in place, to more complex planning such as exempt investments or using trusts to direct funds according to your wishes.

Please see our latest guide on how this important area of planning might work for you.

Guide to Estate Preservation Flipbook Icon

Connect with us

Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

Previous
Next
Want to learn more?
Let's talk

We are independent, our advice is impartial and our fee structure is transparent. Our approach is simple: we build trusted relationships and focus all our energies to build personalised strategic plans to meet our clients’ individual needs. Helping you achieve your life goals, whatever they may be.

If you’d like to find out more, or learn how we can help you reach your investment goals, get in touch.

(+44) 1799 521017

[email protected]