Financial Planning

Many professionals are fortunate enough to enjoy a high level of income.  Our financial planning services are designed to provide sound advice to individuals and their colleagues at the varying stages of their careers.

These include:

• Raising partnership capital
• Key man and life insurance
• School fees planning
• Pension and other financial planning for retirement including the use of SIPPS
• Tax efficient investment
• Inheritance Tax planning for professionals and their families
• Pension provision for staff

For more information, contact Peter Sharratt by email on peter.sharratt@kirkrice.co.uk or by telephone on 01344 875000.