Passing on wealth

Plutus Partnership Limited

Helping clients at all stages of life so they can look forward to their future

Succession Planning and why it is important

Succession planning is key for your business

Planning for life after selling a business is a process that involves financial, personal, and strategic considerations.

Tax and estate Planning

Passing on wealth to the next generation

None of us wants to see the wealth we have accumulated over our lifetime go to waste after we die.

Plutus Partnership Limited

Specialising in Succession Planning, Estate Planning and Tax Mitigation.
Making sure you, your business and your family are protected for the future.

Plutus Partnership Limited aim to provide an independent financial planning service for individuals and companies. We pride ourselves on giving a friendly personal service and adding value to you and your financial well being.

We can help you to get the most from your retirement. It's important to think about making the transition from work to retirement as smooth as possible by looking at your finances and planning ahead.

Email us at info@plutuspartnership.com or give us a call on 07792 166648 if you think we can help.

Pensions and Retirement
Succession Planning

Succession Planning

Planning for life after selling the business includes tax mitigation and having a robust financial plan in place.

Wealth Management
Estate Planning

Estate Planning

Estate planning means working out how you'd like your assets to be managed and passed on after your death.

Manage Investments
Family Protection

Family Protection

It can be very important to protect your financial future and those you care about by preparing for the unexpected.

Let us take care of your future

Estate planning is all about making sure your wishes are followed, and minimising the amount of taxes due on your estate after you die. Putting your savings, investments, life policies or assets into a trust can play an important part in estate planning.

We can help you with estate planning, managing your wealth and passing on your assets to your dependants.

There are many things to be considered when looking at protecting both your family and your home. Inheritance tax and capital gains tax, illness and loss of income need to be part of an effective protection planning strategy.

Having worked hard to build up your estate, it is vital that you have an effective estate planning strategy in place, that way you can pass on that wealth to the people you care about and minimise the amount of tax you pay.

Not all estate planning/inheritance tax planning, wills and trusts are regulated by the Financial Conduct Authority