Individuals whose income is taxed at the highest rate of tax, or whose investment portfolio is in excess of £1m, should be advised by sophisticated IFA’s who are familiar with the requirements of such wealthy individuals.

Likewise professional advisers who are not regulated to provide investment advice may also significantly benefit from building relationships with sophisticated IFA’s, in order to protect and enhance their clients wealth.

Black Mane work with IFA’s whose have extensive expertise in advising wealthy individuals, typically high earners (earning in excess of £250,000pa), entrepreneurs and those with significant investment portfolios. Such IFA’s may provide a raft of advice including:

• Tax planning
• Tax advantaged investments
• Personal tax planning services
• Investments
• Estate planning and inheritance tax
• Pensions