What Beacon Private Trust can offer you
Our Services
Choose the services you need. In addition to Financial Planning and Investment, we are also UK tax advisers. We can provide and execute your personal financial strategy, and are happy to work alongside your existing advisers.
Financial Planning
At Beacon Private Trust, we are able to solve the following problems you may encounter with Financial Planning.
- I have a family and I need a will
- Will my family be financially secure in the event of
- premature death
- terminal illness
- redundancy
- critical illness
Pensions
At Beacon Private Trust, we exceed expectations when it comes to helping you with your pensions.
- How can I ensure my pension will be sufficient to provide for my retirement
- Should I take part in auto-enrolment
- What state and employee benefits am I entitled to
Retirement
At Beacon Private Trust, we are able to offer a platinum service when it comes to the following issues with retirement.
- How do I maximise my retirement income
- How do I minimise income and capital gains tax in retirement
- How can I minimise the risk of outliving my capital
- How do I finance Long Term care for myself or a loved one
Inheritance Tax
At Beacon Private Trust, we are able to offer peace of mind with Inheritance Tax.
- How do I gift my assets during my lifetime
- How much can I afford to gift during my lifetime
- I need help with a new Last Will and Testament
Other planning
At Beacon Private Trust, we are able to assist with the following problems you may encounter with other planning.
- Will writing
- Lasting Powers of Attorney (Financial and/or Health)
- Estate Administration and Probate (Beacon Wills and Probate - authorised by ICAEW)
- Deeds of Variation
- Death Inter-vivos policies (to pay Inheritance tax bills)
- Critical Illness Insurance
- Income Protection Insurance
Treating customers fairly
The fair treatment of customers is central to our business and our corporate culture.Treating Customers Fairly and making sure that consumers get a fair outcome when receiving financial advice is how we operate at Beacon Private Trust.
Our advisers ensure they understand your circumstances. This ensures that advice provided will be suitable for you. Based on discussions with your adviser, we search the entire market to match products and services to your needs.
We make sure that information at all stages of the process is presented clearly and simply – before, during and after point of sale. We are available to answer any queries and provide additional information.
We explain how the products we recommend are expected to perform, and how they meet your requirements.
We aim to at least meet, if not exceed your expectations with the service we provide. Our aim is to make securing your financial future, and meeting future financial needs a process where you understand what is being advised and you are in control. We will discuss and support your decisions should you wish to change products and/or providers.
Assets worth £1m plus
This was in the past called High Net Worth these days High Net Worth is a service that many want and need.
Why you should consider having the advice and using us to provide same.
We have managed client matters since 1961, some of whom have made their wealth from sale of businesses, share options and inherited monies, ranging to tens of millions to significantly less.
Beacon Private Trust has skills in both financial planner, tax (the UK and international implications) together with associated professionals providing Legal advice and services as required such Trusts and complex Wills. Beacon Private Trust you can get your accountancy and tax planning done in the same place as your financial and legal planning.
Our clients tell us they value this one-stop approach. The advantage is that all your information is gathered in one place, which saves you time and hassle, whether you want to complete your annual tax return, minimise your tax liability, or update your will. Also, to cover your international interests, we have expertise covering the UK, US and Australia taxation.
Whatever help you need, you'll benefit from the family feeling of working with a small team of experts who genuinely care about you.
Although we provide financial and legal advice as well as tax and accountancy services, we're equally happy to work with your existing contacts.
