Industry research reveals that the affluent share five main financial concerns that need addressing.
We have designed services that can help you address your concerns in each of these five areas.
Concern 1: Preserving Wealth
Although many financial advisers think their main job is to create wealth, the facts show that the great majority of affluent clients are quite concerned about losing their wealth.
Concern 2: Mitigating Taxes
Mitigating Income Tax is a concern of more than 90 percent of those with net worth between £0.5 million and £1.5 million and of more than three-quarters of those with net worth between £1.5 million and £5 million. For those in the higher net-worth range (£1.5 million and up), mitigating Inheritance and Capital Gains taxes are also major concerns.
Concern 3: Taking care of heirs
Approximately 80% of affluent investors said that a major concern was ensuring that their heirs, children and grandchildren are taken care of in accordance with their wishes.
Concern 4: Protecting Wealth
Affluent investors also want to protect their assets from being unjustly taken by potential creditors, litigants, ex-spouses and children’s spouses.
Concern 5: Charitable Giving
Increasingly, affluent investors are looking beyond their own families to the world at large. For approximately 30 percent of these investors, making meaningful gifts to charity is a key issue.
Zen Wealth
Zen Wealth can help in the creation, maximisation and preservation of your wealth through a team of experts who can offer reassurance and a comprehensive financial plan together with the right investment and tax strategies to ensure you achieve your goals in life.
www.zen-wealth.com
Zen Private Clients
Zen Private Clients provides bespoke insurance solutions for high-net-worth individuals or households to protect their property, contents, high-value possessions and prestige cars, as well as providing cover for worldwide travel and renovation work.
www.zenprivateclients.com
Zen Legacy
Zen Legacy can provide innovative, cost effective legal solutions for your Estate Planning needs to help you protect and pass on your assets to your heirs.
www.zenlegacy.co.uk
Zen Charitable Foundation
The Zen Charitable Foundation has been set up to assist in the relief of hardship / poverty, among people living anywhere in the world. Almost half the world — over three billion people — live on less than $2.50 per day.
http://zenwealthcharitablefoundation.com
The services provided by Zen Legacy and The Zen Wealth Charitable Foundation are not regulated by the Financial Conduct Authority. Zen Wealth LLP is not responsible for the accuracy of the information contained within the linked websites.