Smart tax-efficiency for every generation
Being tax-smart doesn’t have to be complicated. Here are some of our top tips in tax-efficiency that every generation can make the most of.
- Save tax - use your ISA and Junior ISA allowances early
- Become retirement ready - boost your pension soon
- Help loved ones - be inheritance tax-efficient
- Plan ahead - talk to us about key tax rule changes.
Speak to us and arrange a complimentary Cashflow Projection with a Killik & Co Adviser. This takes your income, assets and expenditure and gives you a lifetime forecast, based on growth and inflation assumptions.
Should I give my children their inheritance early?
This article in the Financial Times features comments from our Head of Wealth Planning, Will Stevens.
It’s crucial to consider your own financial security first,ensuring that making these gifts doesn’t now compromise your own affordability in thefuture, particularly with rising needs for care costs in later life, which can be expensive.
Will Stevens
Capital at Risk.
Please do remember that as with all investments, your capital is at risk. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Awards & Testimonials
James Dunn
Partner, Head of Investment Managers
"Through his extensive knowledge and experience, he is able to advise and guide in all investment and savings matters, and explain clearly to someone with little knowledge in these matters."
Alison, East Sussex
Bronwen Horton
Senior Wealth Planner
"I have worked with Bronwen for over two years, and I could not have had a better person to help me with Wealth Planning. Knowledgeable, efficient, empathetic and an extremely effective communicator - with a good sense of humour. Investment help and advice, especially for busy working women, is so important and Bronwen has given me that advice in spades."
Penny Noble
Jonathan Drysch
Partner, Associate Planning Director
"In recent years, my family have needed a comprehensive understanding of our complicated financial landscape. We wanted to optimise returns on our savings and formulate a robust plan for retirement and provide financial support to the wider family. Jonathan and his dedicated team have played a pivotal role in bringing a conclusive end to this journey, offering invaluable insights and strategic solutions. We extend our sincere gratitude and anticipate a valued partnership for the future."
Client of Jonathan Drysch
Paul Martin
Partner, Esher Branch Manager
"Taking time to really understand my requirements now and later in life, my approach to risk, and the lifestyle I hope to maintain. Paul explains the markets and his investment decision in layman's terms which inspires confidence in his advice."
Lisa, London
William Stevens
Partner, Head of Wealth Planning
“The advice and perspective received from the entire team at Killik & Co during the planning process has been exceptional. I have much greater clarity and a renewed sense of confidence in my financial future and retirement thanks to their efforts.”
Wealth Planning Client
Emma Tuckett
Investment Manager
"A personal, polite, informative and most importantly, considerate approach to someone who is naturally hesitant and anxious."
Helen
Investors Chronicle & Financial Times
Wealth Manager
5* Winner
Investors Chronicle & Financial Times
Selective ISA Provider
5* Winner
Investors Chronicle & Financial Times
Selective SIPP Provider
5* Winner
Past performance is not an indicator of future results
Our Wealth Management services
Our services are designed to cater to the needs of most investors and their families. Whether you are already an experienced investor or need support with working out how to structure your finances in a tax-efficient way, we can help.
For illustration purposes only
The animation above illustrates the potential for income growth through efficient financial structuring and a balanced or growth-focused approach to investing. The actual figures achieved will depend on individual circumstances
We’re proud to be one of the few remaining independently owned investment firms, offering a suite of award-winning services to help you save, plan and invest for your family. If you would like to find out more, please download our Introductory brochure.
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We have a series of complimentary financial "How to" Guides...
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