Investments

Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.

Investments

You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.


Barwells Wealth can help you make informed decisions about the investment choices that are right for you by assessing your life priorities, goals and attitude towards risk for return. Any number of changing circumstances could cause your wealth to diminish, some inevitable and some unpredictable – new taxes and legislation, volatile markets, inflation, and changes in your personal life. Structuring your wealth in a way that minimises the impact of these changes is essential.

The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.

What We Do

Pensions
Pensions

One of the biggest goals in life is a happy, comfortable retirement. At whatever age you plan to stop working, you will want to ensure you have enough money to go with your new-found freedom. Perhaps your aim is to have paid off your mortgage, go travelling or buy that dream holiday home.

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Equity Release
Equity Release

We all look forward to the day when we can stop or cut down on the amount of time we spend at work and all of the things we’d like to do once we’ve retired. If you're facing a pension shortfall or need to meet an unexpected expense, equity release may be an option to consider.

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Savings
Savings

Generally, most of us think of saving as putting money aside with no risk, possibly using a bank deposit account, whereas investing conjures up the thought of taking some risk with our money for potentially greater returns. Essentially, both are about creating wealth for the future.

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Inheritance Tax Planning
Inheritance Tax Planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising. Few taxes are quite as emotive – or as politicised – as Inheritance Tax.

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