Wealth Preservation – Bath

Make sure your loved ones are the biggest beneficiaries of your estate

Using a mixture of case studies and interactive sessions we will demonstrate practical strategies to help you preserve your wealth and ensure your loved ones are the main beneficiaries of your estate.

We will help you to put the right money, in the right place, at the right time to preserve your wealth so that you can enjoy retirement and minimise your inheritance tax liability.

What you’ll learn

  • The power of lifetime financial planning and cash-flow modelling
  • Investing to preserve wealth and your attitude to risk
  • How to minimise your IHT liability through effective estate structuring
  • IHT strategies including gifts and exemptions, reliefs, lifetime gifts, pension schemes, life assurance and trusts
Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits