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 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.
Please reload
Please reload
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.