Wealth Planning

At Clay Shaw Thomas, we understand that personal and wealth planning is important at all stages of your working life, because the sooner you start planning, the sooner you can make the most of your assets.

Our Platinum Wealth Planning service is designed give you the right advice, at the right time, to help you achieve future financial security for yourself and your family.

As independent financial advisers, we’re registered with the Financial Services Authority (FSA) – the non-government body that regulates the financial services industry – which means we follow a very strict code of practice in providing our services, to give you peace of mind that we work to the highest standards.

Our Platinum team will bring together all the different pieces of your financial life – whether business or personal - so we can see the bigger picture. Then we’ll work with you to identify appropriate opportunities and develop tailored solutions, presenting the options in clear, financial jargon-free language.

Many of our clients own and run their own businesses and we understand that business and personal lives are closely intertwined. We will work with you through every stage of your business life – from starting out to selling up or retiring – to help you benefit from tailored advice and practical solutions to make a real difference to your financial success. Our services include:

• acquisitions, disposals, management buy-outs and management buy-ins
• business start-up - including business planning, accounts and tax
• business structures - sole trader, partnership, limited liability partnership, limited company
• business finance - including sourcing funding for start-up and growth
• business protection - including insurance to protect partners, shareholders and key members of staff
• inheritance tax planning
• pension planning
• tax-efficient remuneration - including salary, benefits in kind, pensions and share option schemes.

We don’t just work with business owners. We also advise clients who come to us for purely for advice on personal wealth issues, such as preparing for retirement or inheritance tax planning.

By working with us, we’ll help you to make your money work harder for you, to help achieve financial freedom in the future. Once you’re on your way, we’ll offer you regular reviews so that we can take into account your changing circumstances or priorities and adapt and update our advice.

To find about more about how we can help you, contact us on 01656 867167 or at tellmemore@clayshawthomas.com to arrange a free, no obligation first meeting.

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