This part of Fiducia is very discreet and exclusive to our high net worth clients. There are very specific requirements required here and we provide:

1. Holistic financial planning
2. Inheritance Tax Planning through use of Portfolios, Trusts, Protection & Wills
3. Personal Tax support through CGT & income tax effective schemes
4. Advisory Portfolio Services
5. Specific Pension Planning: income drawdown, annuities, individual & group schemes, transfers
6. Offshore investments for private and corporate clients

So often clients are shoe horned into products and solutions that are not specific to you and your needs. Fiducia Wealth Management will work with you jointly to establish a unique service tailored to your own individual requirements.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.Openwork Limited offers insurance and investment advice on products from a limited number of product providers and advice on mortgages representative of the whole market.

Will Writing is not regulated by the Financial Services Authority.