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Protecting your wealth

Minimise threats to your estate and your business. Ensure your family receive what is rightfully theirs.

We work with you to put measures in place which protect your business, your estate and your family from financial threats.

Financial threats:

• Income tax
• Capital gains tax
• Inheritance tax
• Long term care
• Divorce

We work closely with specialist legal experts, who offer a range of real life solutions for the protection of your wealth, both personal and business. These solutions are varied and will depend on your own personal circumstances.

Our services include:

• Provision of Wills and trusts
- Single people
- Married people
- People in civil partnerships
- IHT protection
- Property protection

• Inheritence and Power of Attorney advice
- Bloodline planning
- Lasting Powers of Attorney
- Enduring Powers of Attorney

• Business protection

A secured financial future
Tax efficient
Growing your wealth
Protecting your wealth
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Copyright 2013 - Carlton Smith Private Wealth - The Wildwood Centre, Lower Road, Onehouse, Stowmarket, Suffolk IP14 3BX - Telephone 01449 615714 - Email info@cspwealth.com
Cornwall Office: Chytane Farm, Summercourt, Newquay, Cornwall TR8 5BW - Telephone 01872 484714 - Email info@cspwealth.com

Carlton Smith Private Wealth is a trading name of Argent Wealth Ltd which is authorised and regulated by the FCA No. 515379. Argent Wealth Ltd. Registered Office: Evolve Building, Cygnet Way, Rainton Bridge Business Park, Houghton le Spring, Tyne & Wear, DH4 5QY. Registered in England and Wales No.7079006

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Wills and Trusts are not regulated by the FCA.

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