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Specialism: Financial Advisory & UHNW Services Property, Family Wealth Advisory, IFA
Company: Strabens Hall
Location: London, England
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Average client size: £5 million - £25 million
Fixed fee offering: Yes - We can offer fixed fee quotes for a broad array of advice areas, such as retirement and pension planning, tax-efficient wealth structuring, estate planning, expert witness work, life and ill-health insurance, asset allocation, cash-flow modelling, employee benefits, business financial planning and investment advice
Number of offices globally: 1-5
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Over the last 12 months I have placed over £40m of life cover on risk for clients mitigating their UK Inheritance Tax liabilities. Indeed, this area has become particularly important for those clients who have been deemed UK domiciled under new legislation.