Our Services
Investment and Portfolio Planning
We'll get a thorough understanding of your attitude to risk, your short, medium & long term aims and then advise you in light of the opportunities and threats of the current economic climate.
Pension and Retirement Advice
In simple terms, Shipman McKnightWyvern will start by helping you understand what you have & what it is likely to provide versus what you may need. A complex area that can certainly benefit from Independent Financial Advice.
Tax Mitigation
Shipman McKnightWyvern provide advice and assistance in planning your finances to be arranged in the most tax efficient manner available.
Protection Planning
The first place to start with financial planning is to protect what you already have, whether it be your family, your assets, your business or all three. Shipman McKnightWyvern will help you find cost effective ways of ensuring they are protected financially, through a thorough review of your financial needs and aspirations.
Retirement Planning
We all dream of the things we are going to do when we retire but without careful planning, achieving your aims becomes difficult. Shipman McKnightWyvern will help you plan for a comfortable retirement by devising a tax efficient retirement planning strategy. Our services also stretch to showing you how to utilise pension plans to develop your business.
Corporate Planning
From protecting your business against the loss of a key person or shareholder, to the tax efficient extraction of capital and purchasing property through your pension scheme, we can assist in developing your business. Shipman McKnightWyvern are happy to work in conjunction with your existing accountants and solicitors to ensure a positive outcome for you and your business.
Investment
Planning and Management of investment portfolios requires both expertise and experience. It's easy to chase the "next big thing", however good long term wealth creation and preservation requires a cool head when faced with a crisis or indeed an opportunity that appears too good to miss. Shipman McKnightWyvern produce investment portfolio's using Stochastic Asset Allocation modeling to create a bespoke portfolio of investments from a diverse array of asset classes and geographical locations all designed to achieve your aspirations, whether income, growth or a combination of the two. We also offer investment services to Trustees to ensure compliance with the Trustee Investment Act 2000.
Inheritance Tax Mitigation
"Inheritance Tax is a voluntary tax, paid by those who distrust their heirs more than they dislike the Inland Revenue!" (Lord Roy Jenkins, 1986). The above quote may not ring true after many years of successive Chancellors tinkering with the rules, however it remains the case that careful planning can mitigate huge Inheritance Tax bills. Shipman McKnightWyvern can assist you in ensuring that your hard earned wealth can pass into the hands of your family and not the public purse.