Wealth Management Service
Wealth planning for people with larger pensions and investments
If you have built significant wealth through pensions, investments, property or business interests, your financial planning needs often become more complex.
From retirement income and inheritance tax planning to investment structuring and protecting wealth for future generations, the decisions you make today could have a major impact on your long term financial future.
Metro Finance Wealth Management Service provides access to experienced independent financial planners who can help you understand your options and create a plan tailored to your goals, lifestyle and family circumstances.
Proposed inheritance tax changes from 2027
Proposed changes expected from 2027 could mean pensions are included within inheritance tax calculations for more families.
For many people, pensions have historically been one of the most tax efficient ways to pass on wealth. If the rules change, reviewing your arrangements early could help you better understand your potential exposure and the options available to you.
Metro Wealth Management Service can help you review:
- Pension and retirement planning
- Inheritance and estate planning
- Investment and tax efficient structuring
- Retirement income strategies
- Passing wealth to future generations
- Protection planning and later life considerations
Why use Metro Finance Wealth Management Service?
- Independent financial planning – Access to specialist independent financial planners focused on your personal circumstances and objectives.
- Tailored wealth strategies –Recommendations designed around your pensions, investments, property, family and future goals.
- Retirement and estate planning expertise – Understand your options around retirement income, inheritance tax and preserving wealth for loved ones.
- Complimentary initial consultation – Speak to a specialist to understand your current position and potential next steps.
Request your FREE Wealth Management Report
Our FREE report explains:
- The potential impact of inheritance tax changes from 2027
- How pensions may form part of your estate
- Ways to structure pensions and investments more efficiently
- Retirement income options including drawdown and annuities
- Important considerations for protecting family wealth
Some tax, trusts and inheritance tax planning are not regulated by the Financial Conduct Authority. Associated Newspapers Limited, trading as Metro Finance, is an Introducer Appointed Representative of Willson Grange Limited, registered in England and Wales (company number 08333890) with its registered office at 30 Birkenhead Road, Hoylake, Wirral, CH47 3BW. Willson Grange Limited is authorised and regulated by the Financial Conduct Authority (FCA number 593803).