Amplify Wealth
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Entrepreneurs & HNW
Financial advice for business owners and high net worth individuals with knowledge and experience in complex income and financial arrangements.
A picture of the work
What this looks like in practice
A new client had built substantial wealth and was seeking advice on how to manage their capital sensibly, with a particular focus on inheritance tax and wealth succession. This challenge became more pressing with their large pension set to form part of their estate from next April. They had also grown disillusioned with the service and fit provided by their previous banker elsewhere.
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With a deep understanding of their circumstances, we restructured their wealth — including transferring shares with CGT gains into a charitable trust — to ensure they retained sufficient funds to live comfortably while giving away capital in a sensible and timely manner. We also ensured their children were well versed in financial matters and understood the value of their wealth, allowing these busy individuals to focus on enjoying their retirement with confidence.
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All of this was underpinned by a high standard of service delivered in a professional manner, resulting in a long-term relationship built on trust.
High net worth
The service
Financial advice for business owners, high net worth individuals and entrepreneurs. Amplify Wealth has a long history of working with high net worth families, providing a service that goes beyond just financial advice. We understand how high net worth families require more detailed financial planning, including illiquid assets, family arrangements and complex financial structures. We work alongside you continuously, from early growth through to exit and beyond.
How we help
Building a lasting income from various investment assets in a tax efficient environment.
Mortgage advice structured to suit the unusual income patterns experienced from entrepreneurs and business owners as well and high value property lending.
Pension planning and investment advice to provide an income when (or if) you decide you no longer want to work.
Protection advice, protecting not only you and your personal assets, but also business assets too.
Solid financial planning in conjunction with your accountant can help you manage your assets and income efficiently to support lasting wealth.
Ongoing reviews and regular contact to assist with all things financial including monthly investing, budgeting and cash management, insurances, finance and luxury asset purchases.
Key areas:
- Review of existing assets
- Complex lending against unusual assetsÂ
- Exit plan for business sale
- Building investments
- Complex income and/or family arragements.​​
While Investing can help your money grow over time, it's important to remember that the value of investments can go down as well as up, and it is not guaranteed. It is important to note that tax treatment will depend on the individual circumstances of each client and may be subject to change in future.