Protecting wealth
Put measures in place early to legitimately safeguard your assets for you and your family.
Why come to us?
Safeguarding your wealth is equally important as growing it; therefore, it needs to be a fundamental part of your financial plan. You’ve worked hard to build your net worth, so don’t let it go to waste.
To ensure that your family gets their share of the inheritance, you need to plan ahead. From making sure your will is up to date to setting up a trust or finding ways to legitimately reduce Inheritance Tax, there are a number of routes we can explore with you.
Helping you succeed
Inheritance Tax planning
It’s one of the biggest ways to save money so our team will help you arrange your estate so you can maximise the amount you leave to your family.
Care fee planning
Nobody knows what’s in store, so you always need to be prepared. If you must enter into care, we will do everything to make sure your family is prepared financially.
Intergenerational planning
As well as looking at ways to reduce Inheritance Tax, we will get children and grandchildren involved and ensure that your wealth transfers smoothly down your bloodline.
We’re on VouchedFor
We have even more in-depth and positive reviews from our clients. Visit our VouchedFor page to read more than 230 testimonials from our happy clients.
Your journey with us
Your financial planner will work alongside a dedicated administrator to help you achieve your goals as you begin to pass down and safeguard your wealth.
We will provide you with continuity of service, and you’ll always have a named contact available who is aware of your circumstances and objectives.
Book an appointment
Griffins Financial Solutions Limited is authorised and regulated by The Financial Conduct Authority. Griffins Financial Solutions Limited is entered on the FCA register under reference: 118099. Registered office address: Elizabeth House, 13-19 London Road, Newbury, Berkshire, RG14 1JL. Registered in England. No: 01529690.
The advice and/or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at customers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
The Financial Conduct Authority do not regulate tax planning, trusts or will writing.
The Financial Conduct Authority do not regulate tax planning.
The value of your investments can go down as well as up, so you could get back less than you invested.
A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age). The value of your investments (and any income from them) can down as well as up which would have an impact on the level of pension benefits available. Your pension income could also be affected by the interest rates at the time you take your benefits. The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation which are subject to change. You should seek advice to understand your options at retirement.
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