our wealth management advice
secure your future, enjoy life, and leave a legacy for your loved ones.
At Bluewater we have partnered with expert pensions advisors and estate planners to help you achieve your long-term goals so you can enjoy life and leave a legacy for your loved ones.
Our pensions advisory team can advise you on putting in place a long-term pension plan, whether that be a Self-Invested Personal Pension (SIPP) or a Small Self-Administered Scheme (SSAS). If you already have frozen pensions in various schemes, our pensions team could help you to pool together all your pensions into a single scheme and give you control over how the funds are utilised.
inheritance tax planning.
Our estate and inheritance tax planning team will help you preserve your legacy for your loved ones by ensuring you make the most of your estate and mitigate any Inheritance Tax that your loved ones may be required to pay.
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