TSP Estate Planning Limited

About TSP Estate Planning Limited

We have established TSP Estate Planning Limited to compliment The Spectrum Partnership LLP.

Your future and the financial security of your family are among the most important plans and arrangements you’ll ever make which is why you need someone trusted, qualified and dedicated to listening, guiding and advising you with the best options.

TSP Estate Planning Limited are a truly independent company, we’re not tied to any providers, which means we can look at every product in the marketplace, without bias, and only recommend those that suit your situation.

How does TSP Estate Planning Limited operate?
If you like what you hear at your seminar and choose to take things further, this is what will happen:

Your Initial Meeting
We’ll arrange a convenient day and time with you for your first visit – your initial meeting, where you can learn more about TSP Estate Planning Limited and we can learn about you. You will be invited to complete a form in advance called “The Lifetime Planner” to help us prepare for your meeting, because we want to ensure you get real value from the first time we meet. This allows us to review your circumstance prior to your meeting. When you come to visit one of our friendly advisers, we’ll begin the meeting by finding out even more about you. Our accumulated knowledge and expertise means nothing until we know your personal situation, your needs and your expectations.
If, after the meeting, you decide that you would like to move to the next stage (for which there is no obligation), we’ll take all the information you’ve given us and begin to look at the most appropriate choices open to you. From this we will create your Wealth Management Strategy.

Creating your Wealth Management Strategy
Considering all your circumstances, as well as your plans for the future, your Wealth Management Strategy will look at how best to protect your estate from Inheritance Tax and Long Term Care seizure; how to develop your investment and assets to reduce Income Tax and Capital Gains Tax; increase returns and reduce the levels of risk involved.

Protecting your Estate
We start by rearranging your estate to ensure that you receive the maximum tax allowances whilst preserving your assets. Up to 40% of your estate can be lost to the taxman, so we are always looking to find new and innovative ways to protect it and reduce your estate’s liability. Hours are spent reading Inland Revenue statements, rulebooks, technical newsletters, will-briefings and fund information. We scan company references and Morningstar listings, and attend financial conferences and seminars to keep up to date with changes in legislation, so that you don’t have to.

We understand the ins and outs of investment and tax planning techniques and will always find a way to reduce your tax and keep your assets from being seized by the Chancellor!
 
We have never had a situation where we couldn’t reduce Inheritance Tax.

We do this by using allowances and regulations in ways that wouldn’t normally be considered.

We actually enjoy working out how to do it nearly as much as you’ll enjoy the money we’ll save you!

For further information please contact us.

Freepost RSGX-ASLA-CYHJ
TSP Estate Planning Limited
48 South Molton Street
London
W1K 5SA

Tel: 020 7758 9944
Fax: 020 7758 9945
tsp@tsp-llp.co.uk
http://www.tsp-llp.co.uk/