Investments, Savings & Inheritance Tax

We understand that every investor is unique and investments can be complex, which has led us to develop a highly innovative approach to investment.

As Independent Advisers we are not tied to any products or providers. We invest time researching the whole of the ever-changing market place enabling us to create your bespoke investment portfolio.

Your wealth might encompass businesses, property and investments in the UK and abroad that require specialist considerations.

By diversifying your investments, we can select assets that behave in different ways in order to maximise your returns.

Our inheritance tax advice could be invaluable in making sure that when it comes to passing on your assets, only your loved ones receive your wealth and not the tax man.

Advice from Watermark could be crucial in helping to keep your personal and business assets within your family.

*Some aspects of Inheritance Tax Planning are not regulated by the Financial Services Authority.

Investments, Savings & Inheritance Tax Advice

Has your financial situation changed since you took out a mortgage?

Contact us today to ensure your mortgage is fulfilling your needs

Downloadable E-Factsheets

“Have you future-proofed your wealth?”

contact us today to arrange a review

0800 980 9920
Investments, Savings & Inheritance Tax

Investments, Savings & Inheritance Tax

We understand that every investor is unique, you want your savings to work for you and when it comes to passing on your assets, you want your loved ones to receive your wealth, not the tax man

Read More
Retirement Planning

Retirement Planning

The State Pension alone will not be enough to ensure a comfortable retirement so it is worth reviewing your options as
soon as you can.

Read More