Private Individuals

Wealth Protection

Who we can help

Individuals - Where assets are predominantly not liable to Capital Gains Tax 

– AND the use of one or both Inheritance Tax Nil Rate Bands of their own or their spouse’s is not an option
OR if it is, it does not provide sufficient protection.


Inheritance Tax
- Most importantly people who want to limit the inheritance tax burden on their heirs need to contact us.

 

Long Term Care - We can protect the individual's estate from the Community Care Act and/or imminent Inheritance Tax.
This means you may not have to sell your home to pay for care fees.

 

Those who are retiring early after a short but high earning career.
Typically then, media, music and sports professionals and entrepreneurs generally- to maximise their investment and income in future years.

Call  Today or Drop us an email to book a consultation (1hr) as we need time to set everything up for you ...click here

Projects in Financial Security do not offer Financial Advice. Instead we will introduce all interested clients to an FCA authorised partner firm.

Projects in Financial Security Limited.    Registered in England and Wales 07002512.    Registered Office 1st Floor 2 Woodberry Grove North Finchley London N12 0DR.
Telephone +44 (0) 20 8720 6520   Email: enquiries@projectsinfinancialsecurity.co.uk