Aspect Consultants; Key Services for Private Clients

Our Key services include;

• Tax Efficient investment recommendations

• Investment Portfolio Planning and Review

• Specialist Pensions (see box on right)

• Inheritance Tax and Succession Planning

• Risk management incl. life cover, critical illness and income protection

• Financial Planning Using Trusts

Specialist Pensions

All private clients advisers at Aspect are registered with the FSA as pension transfer specialists which means we routinely deal with the more complex areas of pensions;

• Options at Retirement
• Pension Transfers and Consolidation
• Self Invested Pension Plans (SIPPs)
• Small Self Administered Schemes (SSASs)
• Lifetime Allowance
• Drawdown (Annuity deferral)
• Pensions and Divorce
• Defined Benefit Dispute and Resolution