high net worths

Retirement Planning

Final Salary and Defined Benefit DB pension transfers guide (2019)

Final Salary & Defined Benefit DB pension transfers guide (2019) – This Guide was written by James Ford 18th March 2019 Final salary pension schemes offer a guaranteed level of income during your retirement for the remainder of your life. Typically a widower spouse’s pension subsequently. A final salary pension is a type of Defined Benefit …

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Wealth Preservation

High Net Worth (HNW) tax mitigation strategies 2018/2019 guide

Guide to High Net Worth investment tax mitigation strategies 2018 / 2019 There are many forms of tax mitigation strategies for High Net Worth individuals (HNW).  Such as using trusts for reducing Inheritance Tax (IHT). This article will focus on the use of investments and go through the various types. The benefits and disadvantages of …

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HALCYON WEALTH LIMITED (Financial Conduct Authority No. 758949) is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference 440703 and 440718. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.