PRODUCTS & SERVICES
Estate Planning
Inheritance Tax planning
Navigating the complexities of Inheritance Tax planning and estate management is crucial to safeguarding your wealth for future generations. Roxburgh Financial Services specialises in providing expert independent advice in this intricate area, ensuring that your hard-earned assets are efficiently passed on to your loved ones according to your wishes.
Succession Planning
Transferring wealth to forthcoming generations is integral to future-proofing your family’s financial well-being. At Roxburgh Financial Services, we understand the intricacies of succession planning, a critical but often overlooked aspect of financial management.
Gifting
At Roxburgh Financial Services, we specialise in providing comprehensive succession planning advice, ensuring that our clients can pass on their assets to the next generation in the most tax-efficient manner possible. Understanding and navigating the intricacies of this planning is paramount for anyone looking to safeguard their family’s financial future. One critical area within this domain is the management of lifetime transfers and the pivotal seven-year rule.
Trusts
One of Roxburgh Financial Services’s paramount services is guiding clients through the nuanced succession planning process. This service ensures a seamless transition of assets and safeguards the next generation’s financial future while optimising tax efficiency. Our advisory expertise extends to the strategic use of trusts, a pivotal tool in estate planning that provides security for your beneficiaries and potential tax benefits.
Private Clients
At Roxburgh Financial Services, we are committed to delivering unparalleled, personalised financial advice to our private clients. Our team of highly experienced Independent Financial Advisers specialises in navigating the complex landscape of financial planning and wealth management. They are crucial in educating and guiding you through every decision, ensuring a deep understanding of your financial situation and empowering you to achieve your goals, aims, and independence.