Expertise You Can Count On

Pensions & Retirement

Planning for retirement is one of the most important financial decisions you’ll ever make, and finding the right pension is key to securing your future.

Our bespoke private client service is designed to help you navigate the complex world of pensions with ease. From identifying the most suitable pension options to expertly managing your investments, we provide personalised guidance every step of the way. With our expertise, you can feel confident that your pension strategy is aligned with your goals, giving you peace of mind and the freedom to enjoy the retirement you deserve.

ANCHOR Pension

Life &

Protection Planning

Protecting what matters most is at the heart of our private client service. Choosing the right life insurance can be daunting, but our tailored approach ensures you find a solution that fits your unique circumstances.

Whether safeguarding your family’s future, covering outstanding debts, or preserving your legacy, we work closely with you to understand your needs and provide personalised advice. With our expertise, you can have the peace of mind that comes from knowing you and your loved ones are financially secure, no matter what life may bring.

Anchor Life

Savings & Investments

Building and preserving your wealth requires a thoughtful and tailored approach. Our private client service is dedicated to helping you make the most of your savings and investments, aligning them with your personal goals and aspirations.

Whether you’re looking to grow your portfolio, generate income, or plan for the future, we provide bespoke advice and strategies designed to optimise your financial potential. With our expertise, you can confidently navigate the world of investments, knowing your money is working as hard as you are.

Anchor Savings

Inheritance Tax Planning

Our bespoke service offers the opportunity to meet with a Chartered Tax Adviser to explore strategies for minimising tax liabilities and ensuring your estate is structured to reflect your wishes.

With recent changes to Inheritance Tax (IHT) and Capital Gains Tax (CGT) announced in the latest budget, reviewing your tax planning strategy has never been more important.

We specialise in:

Reviewing Existing Tax Planning: We evaluate your current strategies and provide updated advice where necessary in light of recent legislative changes.
Personal and Family Wealth Assessment: By creating a detailed "balance sheet," we calculate potential IHT liabilities and explore options to mitigate them.
Wills and Wealth Structuring: We ensure your wills reflect your intentions and make full use of available tax allowances.
Family Circumstances and Asset Ownership: We consider how each asset is owned and how best to structure them for tax efficiency.
Minimising IHT and CGT Implications: From reviewing gifting strategies to discussing broader estate planning options, we provide clear, actionable guidance.

We provide clients with a detailed report following the consultation, including an assessment of IHT and CGT liabilities and tailored recommendations for effective planning.

Given the frequent changes in tax legislation and family circumstances, it’s essential to review your IHT and estate planning regularly. Let us help you take a proactive approach to protecting your legacy.

Anchot IHT

Cash Flow

Understanding your financial future is key to making informed decisions today. Our private client cash flow modelling service provides a clear, tailored picture of your current and future finances. By analysing your income, expenses, assets, and liabilities, we create a personalised financial roadmap that helps you achieve your goals, whether that’s saving for retirement, planning major life events, or leaving a legacy.

This powerful tool enables you to:

Visualise Your Financial Future: See how your finances could evolve over time under different scenarios.

Plan with Confidence: Understand how decisions you make today will impact your financial security in the years ahead.

Navigate Uncertainty: Adjust for changing circumstances and plan for life’s unexpected turns.

With cash flow modelling, we help you stay on track, make better decisions, and enjoy peace of mind knowing you’re in control of your financial future.

Anchor Cash Flow