As estate planning practitioners, and solicitors a lot of the work we do centers around protecting, preserving and passing the wealth that we and our clients have built up to ensure it passes down through the generations, to loved ones, or to charities.
Writing a Will is a great step to but will only go so far to protect wealth and Fortis Law recognize this. As a result, the Fortis Group has expanded to include Fortis Wealth, with the aim of providing estate planning professionals with an outlet to provide additional support and assistance to clients.
Fortis Wealth’s product suite provides ways to mitigate IHT, to help preserve wealth, and to offer better interest rates on savings and investments. Whilst the Fortis brand is relatively new, the people behind the brand are vastly experienced. All Fortis Wealth advisers have at least 5 years industry experience and have undergone rigorous internal training. The investment team are even more experienced and to help you expand your product portfolio we’re holding some free online training to introduce you to our product range.
The next session is happening on Friday at 2pm and can be accessed by clicking HERE.
Some of the products being discussed during the session are:
ISA’S – If your client is receiving poor interest from the banks we offer a 5% fixed return ISA with no fees (minimum investment of £10,000)
You can transfer in old ISA’s with higher balances
Bond– 5 % fixed rate bond for cash investments
Trust Investment -If your client has a Trust and they wish to invest cash to keep it protected, we offer a Discretionary Fund Management Service within the trust to help grow the pot whilst it remains protected
Qnups -An offshore pension not subject to UK IHT, no restrictions on lifetime allowance or annual contributions
5% fixed returns
Discretionary Managed Service – A fund for cash investments which once invested for two years is exempt from IHT
Free Pension Reviews – For UK based Pensions
If you have questions, contact Ross Ratcliffe (National Sales Manager) on 07947867643
This article was submitted to be published by Fortis Law as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
