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Wealth Planning

Is protecting your financial success a primary aim?
How important is tax and estate planning?

Overview

We recognise that no two financial journeys are alike. Some people prioritise tax efficiency or investment outcomes above all else. Others wish to structure their arrangements with future generations in mind.

Typically, there is no right or wrong strategy and our tailored approach is rooted in a deep commitment to treating you as an individual with distinct needs and aspirations.

Whether your financial affairs span multiple countries, or you have always lived and worked in the UK, our team of experts can help create and implement a holistic wealth management plan. One that’s right for you and your family now and as circumstances change.

We seek to preserve and protect your wealth by providing you with a comprehensive strategy that considers the best solutions for your tax position and the most suitable investment options. We also strive to provide peace of mind by using cash-flow modelling to forecast your lifetime income and expenditures. This often helps to inform lifestyle choices and to shape views over succession planning and any philanthropic endeavours.

The security of your assets is paramount. Client monies are always held in segregated accounts with major global custodians. Funds are never co-mingled and are not exposed to the creditworthiness of Bentley Reid. In all jurisdictions of operation, our entities are fully authorised and regulated by the relevant local authorities.

At Bentley Reid, we pride ourselves on regular and clear communication. You will be appointed a dedicated Director who is always available to address any questions or concerns you may have. And if you prefer to digest information online, our secure portal provides 24/7 access to your arrangements.

Why use Bentley Reid for Wealth Planning?

  • You will be appointed a dedicated Bentley Reid Director who acts as your primary contact for all matters
  • You will have regular access to financial planning, tax advice and investment professionals
  • We will help design and implement a comprehensive financial strategy and ensure it remains relevant as your circumstances change
  • We use cash flow forecasting to provide you with peace of mind over future income and outgoings
  • We are specialists in pensions, retirement and estate planning
  • We advise on, and source, life insurance and personal protection cover
  • We have an in-house team of tax experts and have extensive experience in handling multi-jurisdictional arrangements
  • We offer a broad range of investment management strategies, which ensure you will have a portfolio designed specifically for your needs
  • We will meet you for frequent reviews to appraise your wealth plan and discuss any changes that may affect your strategy
  • You will have access to the Bentley Reid portal, which offers daily portfolio valuation and position updates, estate planning tools, regular news and insights and in-depth analysis of your investments

Fees

At the outset of our relationship, we agree a clear schedule of fees with you. Being transparent, commercial and fair, we welcome open discussions to agree a mutually acceptable fee level.

For wealth management we typically charge a percentage fee. The rate will reflect the portfolio value, the complexity of the structures and your wider relationship with us.

For an initial consultation please complete the contact form below.

Choose a partner you can trust to manage and grow your wealth for the long term. Contact us so we can learn more about you.

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