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Ben Glassman

Chartered Financial Planner - Partner

Specialism: Financial Advisory & UHNW Services Family Wealth Advisory, IFA, Insurance, Philanthropy, Alternative Investments

Company: Tilney

Location: London , England

Citywealth rating

3
Average: 3 (2 votes)
Fee Level:
3
Average: 3 (2 votes)
Quality of Advice
3
Average: 3 (2 votes)
Communications Skills
3
Average: 3 (2 votes)
Interpersonal Skills
3
Average: 3 (2 votes)
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Peer review:

A polished professional. Very knowledgeable and approachable.

15 Feb 2018

Peer review:

Highly professional adviser. Extremely knowledgeable and puts his clients at ease.

11 Jul 2017

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2017 

Ben Glassman currently has no Citywealth award

Average client size: Under £5 million

Fixed fee offering: No

Tilney

Number of offices globally: More than 5

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Peer review:

A polished professional. Very knowledgeable and approachable.

15 Feb 2018

Peer review:

Highly professional adviser. Extremely knowledgeable and puts his clients at ease.

11 Jul 2017

Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor April French at afrench@citywealthmag.com

Ben Glassman currently has no reviews

Saving clients £1.4m in inheritance tax and passing on an additional £7m of assets to their children and grandchildren

I was introduced to a company executive and his wife through their accountant at a time when they were considering plans for retirement. The couple had a variety of planning objectives but felt constrained by the continued need to work due to short term illiquidity and an ultimate need to rely on an inflexible defined benefit pension.

The couple set themselves some focused and challenging objectives including early retirement, a generous travel budget, additional property purchase for themselves as well as establishing their children with property purchase, all the while minimising tax levied on the estate and ultimately passing as much as possible to children and grandchildren.

By undertaking some forensic analysis we determined that waiting until retirement to access pension assets would not be in the couple’s best interests. We then advised to transfer the husband’s enhanced DB pension, valued at £7.5m, to a SIPP and start retirement.

By taking advantage of the new pension freedoms and putting in place some advantageous pension protection we confirmed to the clients that they could retire immediately and start enjoying their desired expenditure and generous holiday budget, purchase a new foreign property as well as a property for their two children.

We estimate that our advice will save the client’s £1.4m (today’s terms) in inheritance tax and pass on an additional £7m of assets to their children and grandchildren.