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Blythe Financial Leaders in Wealth Management

       

Private Individual

I want to start a savings plan

You want to save for your future but don’t know where to start. The Banks’ interest rates are at record lows so what should you do? We can help you plan for your future and design a portfolio of investments that suit you and your risk profile, building your long term growth and capital appreciation. You can start off your savings plan with as little as £100 a month, plus an initial lump sum deposit of as little as £500.

I need some life cover

You have something precious that you want to protect should the worse happen to you. It could be your spouse, children or even pet dog.

We can work with you to identify any risks that you may wish to cover and also ensure that your loved ones, be it 2 or 4 legged are cared for at all times and financially secure. If you would like us to contact you in order to discuss this further please click here.

I want to start taking income from a pension

You have worked so hard for the majority of your life and you now have decided to relax a bit. You want the best from your pension fund and you want to know that it will last as long as you do. We can help you determine whether to select an annuity or consider alternative pension incomes, how much income you can take and we can help you to maximise your pension fund so that it continues to grow. If you would like us to contact you in order to discuss this further please click here.

I want to set up a pension plan

It’s all too easy to put off setting up a pension until you are older, but in reality the sooner you start the better. Company pension schemes are not as widespread as they were and benefits are being eroded over time. The days of being fortunate enough to have a Defined Benefit Company scheme are long gone for the majority. We can tailor a plan to suit your needs and help you start your retirement planning. If you would like us to contact you in order to discuss this further please click here.

I want to invest £1 million +

We would be delighted to help you with your investment planning. As well as the profiling we undertake for clients wishing to invest smaller amounts (see above) we also have access to a number of boutique investments that you may find interesting. Whether you want to invest in a more traditional way or a more avant garde way, we can help you with every step and guide you through the choices available.

Once invested we would monitor your investments closely via our in-house Investment Committee and take any steps necessary to ensure your capital is preserved in all market conditions. If you would like us to contact you in order to discuss this further please click here.

I need a comprehensive financial review

When did you last fully review the investments and Life Policies you have? Maybe they are in a box under the bed? We are keen to ensure that our clients are not paying for policies that they don’t need, keen to ensure that any investments are performing well and generally give your finances a spring clean. We are happy to do this for a fixed hourly fee and this would be discussed with you at the outset. If you would like us to contact you in order to discuss this further please click here.

I am moving from the Isle of Man

If you are moving off island there are many financial considerations for you to think about. Not least your tax status is likely to change and you would want to preserve as much of your wealth as possible. We can help you plan your exit from the Isle of Man in a tax efficient way with the help of our local tax experts and advisors. If you would like us to contact you in order to discuss this further please click here.

I am moving to the Isle of Man

The Isle of Man has very favourable taxes in comparison to the UK, for example, lower income tax rates, no Capital Gains Tax or Inheritance Taxes and we would be delighted to work with you to ensure that you can take advantage of these things. In addition the pension regime in the Isle of Man is generally more favourable than most other jurisdictions. You also need to ensure your life policies are properly issued to ensure that you do not have any legacy tax issues. Should you be thinking of relocating we can advise you in advance of your arrival of the best way to ensure that you take advantage of what the island has to offer. If you would like us to contact you in order to discuss this further please click here.

I am resident and/or domiciled elsewhere looking for tax efficiency

We can help you structure your investments in such a way as to ensure that the amount of tax you actually pay is kept to a minimum. This achieved through traditional and well established techniques that are not in any way considered to be aggressive to any tax authorities. If you would like us to contact you in order to discuss this further please click here.

I am an Isle of Man resident looking for tax efficiency

The Isle of Man is a low tax jurisdiction and therefore tax efficiency is already part of life for its residents. You do however need to make sure that you are holding assets in the most appropriate way to avoid paying unnecessary income tax. If you would like us to contact you in order to discuss this further please click here.

I need an expert witness

Unfortunately, there are times when something has gone wrong and your previous Advisor for whatever reason has not looked after you as well as maybe they should have. Sometimes this can even lead to legal proceeding and we have been asked many times to support cases where a previous advisor may have been negligent.

We can prepare a full expert witness report that can be used by your legal representatives in court should the need arise. We can also help your legal representatives understand the technical aspects of your investments to help you to win your case. If you would like us to contact you in order to discuss this further please click here.

I need a second opinion

We all need a second opinion sometimes and if you are at all unsure about a potential new investment with your current advisor, let us review it for you. We will give you an impartial written report of whether we think you should go ahead or not, taking things in to account like the amount invested, the diversification of the investment and your attitude to risk. If you would like us to contact you in order to discuss this further please click here.

I am a UK resident non-domicilied, looking for tax efficiency

If you would like us to contact you in order to discuss this further please click here.

I am a UK resident and domiciled, looking for tax efficiency

If you would like us to contact you in order to discuss this further please click here.

I need to review my tax position

You may be paying too much tax, there may be ways that you can reduce your tax liability. Let us help you work through your issues to find a workable solution for you. If you would like us to contact you in order to discuss this further please click here.

I want a loan

We can help you with loans of various sizes for a myriad of different needs. Contact us to discuss and we will see what we can do to help. If you would like us to contact you in order to discuss this further please click here.

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