financial protection against risk managing cash borrowings Building preserving capital
Adamson Ross

Adamson Ross


financial planning

Building & Preserving Capital

 

 



During a lifetime clients will need to make decisions about the investment of large sums of money as a result of events like retirement and inheritance. We discuss with clients their attitude to risk, the objectives for the investment and help build an appropriate investment portfolio covering many different asset classes.

Building capital can take a lifetime of hard work and regular saving. To ensure clients have the necessary funds to fulfil their ambitions at key points in their lives we regularly review progress with clients to ensure they are on track to achieve their plans.

We advise on:

•  Individual Savings Accounts (ISA's)

•  Unit Trusts

•  Investment Bonds

•  Offshore Investment Bonds

•  Personal Pensions

•  Existing Pension Funds

•  Self Invested Personal Pensions (SIPP's)

Throughout a lifetime it is not unusual for clients to acquire a portfolio of shares. This can result in complex tax affairs and onerous paperwork. We work with clients to help them simplify this process.

We advise on:

•  Portfolio Management Services

As part of the relationship with clients we will also advise on how to minimise the amount of Inheritance Tax paid by an estate. This will ensure the heirs to the estate inherit as much as possible.

We advise on:

•  Wills *

•  Discounted Gift Plans

•  Gift & Loan Plans

 

* Will Writing is a separate and distinct service to those offered by St. James's Place and not regulated by the Financial Services Authority

 


financial planning
 


Adamson Ross

©2008 ADAMSON ROSS .COM
Financial services - mortgages - loans - pensions - retirement planning

Adamson Ross Limited, Registered Office: 48-52 Penny Lane , Mossley Hill, Liverpool, L18 1DG, England . Registered in England and Wales , Company No. 04779051
Representing St. James's Place Wealth Management plc which is authorised and regulated by the Financial Services Authority. The St. James's Place Partnership and the title 'Partner' are marketing terms used to describe St. James's Place representatives.

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