Investment Quorum

As part of the overall wealth management process it is perhaps worth describing some of the typical things that are going on right now. We are doing a large probate valuation for a client. We have just worked out with a client how to take tax-efficient retirement income where he is not paying his highest marginal tax rate. Another thing we are doing right now is we are setting up a Trust for a client who has just inherited money from his father on behalf of his brother who has learning difficulties. I have just taken on a client who has just sold his business so substantial wealth he has never had before so it was a very interesting learning curve for both of us working together. The point of this is to make the capital last for the rest of his life as he has chosen to retire at fifty-five. He is therefore looking at a thirty, thirty five or event longer retirement. It is a very interesting investment portfolio to manage on his behalf. Another example would be a client who has sold a substantial house, they a