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.
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