Leaving it

Leaving it

Wealth Management Planning & Advice

You’re thinking about the children & grandchildren. You want to make sure that they are well-provided for and that your assets go to the right people in the most tax-efficient way. You  want to make sure that steps are taken to look after you when you get older too.

Key things to think about*

  • Ringfencing assets for future care needs
  • Gifting
  • Trusts
  • Inheritance Tax (IHT) planning and mitigation
  • Making a will

*These activities are not regulated by the Financial Conduct Authority’

For more information on how we act on behalf of our clients, our payment structures and terms please read our Client Agreement and Value & Service Proposition

Thank you for visiting the Clifton Nash website. Due to the COVID-19 restrictions we are currently working from home.

For South Wales based clients and new enquiries please contact John Davies via email jdavies@cliftonnash.co.uk or call 07970 070659

For Bristol based clients and new enquiries please contact Richard Wilcox via email rwilcox@cliftonnash.co.uk or call 07786 933765

For all administrative and general business enquiries please contact Samantha Durkan via email sdurkan@cliftonnash.co.uk or call 07896 991454

Thank you for your patience at this time, we will reply to your email or call as soon as possible.