Financial planning and advice

From personal tax advice to bespoke arrangements, our panel of tax advisers can help with completing tax returns, identifying tax planning opportunities and highlighting potential pitfalls and penalties.

Your Premier Banking Manager can put you in touch with our panel of leading tax advisors who can help you with these issues.

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The service is provided by qualified wealth managers in our Premier Financial Planning team who can help with:

Investment planning – develop an investment strategy based on a thorough understanding of your needs and attitude to risk.

Preparing for retirement - by understanding your current circumstances, help you to identity opportunities and maximise your retirement plan.

Estate planning - advice and recommendations on how best to structure your investments, to help ensure your wealth is passed on according to your wishes.

All our investment solutions are delivered and managed by Coutts. All advice and recommendations will be restricted to investment and protection products on the panel of products available to the wealth manager.

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