At BPE, our Private Wealth team works closely with colleagues in our Property and Family teams to support you when making decisions about how best to manage your assets on purchase, throughout your lifetime or if there is a change in your personal circumstances.
We take the time to get to know our clients and understand your objectives so that we can put the planning and structures in places to support you in managing your assets. This often involves working with your existing financial advisors to minimise your tax liabilities and ensure that your assets can be passed on to future generations.
Our approach is a collaborative one. We have a wide network of professional connections, from financial advisors and wealth managers to independent valuers and property professionals. This allows us to work proactively, creating often intricate and niche vehicles to structure your assets effectively.
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