Passing on wealth

Plutus Partnership Limited

Helping clients at all stages of life so they can look forward to their future

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Are you ready for your retirement?

Once you reach the stage where you're considering your retirement income, expert financial advice becomes even more important.

Tax and estate Planning

Passing on wealth to the next generation

None of us wants to see the wealth we have accumulated over our lifetime go to waste after we die.

Plutus Partnership Limited

Plutus Partnership Limited aim to provide an independent financial planning service for individuals and companies. We pride ourselves on giving a friendly personal service and adding value to you and your financial well being.

We can help you to get the most from your retirement. It's important to think about making the transition from work to retirement as smooth as possible by looking at your finances and planning ahead.

Email us at or give us a call on 07792 166648 if you think we can help.

Retirement Planning

As you get closer to retirement, you'll need to consider your options carefully to make sure you make an informed decision on how to make best use of your savings in retirement.

Investment Planning

Sensible investment planning revolves around understanding what your investment aims are. We can look at an appropriate strategy that's tailored to your needs.

Family Protection

It can be very important to protect your financial future and those you care about by preparing for the unexpected in order to provide for those who depend on you.

Let us take care of your future

Estate planning is all about making sure your wishes are followed, and minimising the amount of taxes due on your estate after you die. Putting your savings, investments, life policies or assets into a trust can play an important part in estate planning.

We advise on Wills and Trusts as well as the many issues to be considered when looking to protect both your family and your home. We can help you with estate planning, managing your wealth and passing on your assets to your dependants.

There are many things to be considered when looking at protecting both your family and your home. Inheritance tax and capital gains tax, illness and loss of income need to be part of an effective protection planning strategy.

Having worked hard to build up your estate, it is vital that you have an effective estate planning strategy in place, that way you can pass on that wealth to the people you care about and minimise the amount of tax you pay.

Not all estate planning/inheritance tax planning, wills and trusts are regulated by the Financial Conduct Authority