Preserve

You have worked hard all your life and are enjoying your retirement but what about the future?

You want to protect your wealth as much as possible for the next generation – what can you do about it?

You have capital and rely on the income from this so you can’t give it to your family – or can you?

Are you concerned about future care fees and how can you best organise your affairs to minimise the impact?

Call us on 0141 420 2033 to find out how we can help, with no obligation. Or complete the call back form and we’ll call you.

To find out more about any of the following, give us a call.

  • Trusts
  • Inheritance tax minimisation strategies
  • Care fees planning

“Transitioning to Intelligent Capital made for a very refreshing change. My advisor speaks a language I actually understand, so I no longer feel bewildered by the options.

I receive regular correspondence and know that I can contact my advisor at any time for a personal discussion.”

Read more testimonials

Arrange a call back

We find the best way to communicate is by speaking to prospective clients but we take your privacy seriously, so if once we have spoken you don’t wish to take matters further, we pledge to delete your contact details.
  • Get regular updates from us on Linkedin
  • Find financial planning insight on Google+