I first met Keri when my late husband sold his company shares and we turned to Broadway Financial Planning for investment advice. Keri quickly impressed us with her vast knowledge and understanding of the financial marketplace and global economies.
Tax and Estate Planning
As part of our Financial Planning framework of services we include tax and estate planning to ensure you maximise allowances and use up all eligible exemptions. In some cases, it may well be necessary to refer you to a tax expert who will work with us to ensure your affairs are managed in the most tax efficient way.
The plan will be sensible, suitable and resonate with you as well as being tax-efficient. Your goals and aspirations need to be planned for, that’s what we do!
Here’s how it works...
Initially provide you with our Lifetime Cashflow service
Estate Planning Service
Tax Planning Service
We meet with you, at an Annual Planning Meeting, to reassess your position and goals, review and update the Lifetime Cashflow and our recommendations, and ensure the plan remains on track.