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Your goals and objectives are likely to evolve over time, so your plans really do need to develop in tandem with them. Within our Private Client team, we have brought together our services and specialists to bring you the very best in bespoke, joined up advice across the full scope of tax, financial planning and wealth management advice.
Taken individually, these are services which you can get from a range of providers, but pulled together and provided by one team and a trusted brand, you can be sure that the advice you receive is dovetailed into one overall strategy with one aim in mind; achieving your goals.
The completion of your annual tax returns in a timely manner is the foundation of your tax affairs; ensuring you meet your statutory obligations. We understand that private clients need much more than this. We have a dedicated team of tax consultants who will listen to your aspirations and help steer you through all the relevant issues. Drawing together all the other aspects of our private client service, they will help you find the best solution.
Our independent financial advisers can work with you to formulate your individual plan to meet with your objectives. Whether your aim is to grow your wealth, manage existing monies, generate income, plan more specifically around retirement or provide for future generations of your family, we have the expertise to help you.
Creating trusts to hold assets is a common way for families to pass on wealth to future generations. The role of the trustee is pivotal in this regard. We act as professional trustees to a wide spectrum of trusts, providing guidance and support where required and can work together with any other trustees you entrust with your family’s assets.
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Discussing matters of succession planning with family members is a challenging but necessary process if you wish to try and minimise inheritance tax. In recent years with the help of Helen Thornley and the rest of the team at Armstrong Watson we been able to take proactive steps to manage our family’s affairs to the point where we are now confident about the future.
Charles Lowther, Owner, Askham Hall
The most important qualities I value in my relationship with Armstrong Watson are trust, efficiency and knowing that when necessary. I am satisfied they can help with any personal financial matter, or business matter if required. I am always very pleased with the manner in which my tax return is completed, on time and without any fuss, but knowing that they are always available for further help and advice if necessary. I would recommend Armstrong Watson to my friends.
Private client, Lochmaben
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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.
Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.
Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is 15 Victoria Place, Carlisle, CA1 1EW. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited.
Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.