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Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.

Protecting Your Wealth

The security and opportunity your wealth brings can be protected for generations, but there are many things to consider.

Inheritance Tax, premature death, illness and loss of income to name but a few all need to be considered in an effective wealth protection planning strategy.

The subject of wealth protection can be an emotional and complex matter. By making use of lifetime planning opportunities and tailor-making Wills and trusts to your particular circumstances, you can ensure that your valuable assets are retained for future generations in the most financially prudent and effective way.

Components of a successful wealth protection strategy

At Irwell Wealth Management, we believe the preservation and constructive transfer of wealth are primary components of a successful wealth protection strategy. While assets can grow over a lifetime, so can the need to consider a variety of products and services to protect wealth for the future. A forward-looking and integrated wealth protection strategy will help ensure a lasting legacy for you and your loved ones.

With numerous options available when structuring and preserving your assets, with our advice you can be confident of making the right decisions based on your financial and family situation to best meet your personal objectives

Protecting the important things in your life

Irwell Wealth Management are on hand to sit down with you and discuss all your requirements and needs – advice that may prove invaluable when protecting the important things in your life.

We can help you deal with the ‘what ifs’ in life such as illness, injury or even death. By thinking about these things now, you can plan ahead and gain peace of mind that you and your family will be looked after financially.

The Financial Conduct Authority does not regulate Taxation, Trust advice or Will writing.

Other Services

Pensions

Pensions

The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation.

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Protection

Protection

Wealth and personal protection is an essential must-have to secure the future for both you and your family if an unexpected life event happens.

Find Out More
Business Owners

Business Owners

Our work at Irwell Wealth Management with business owners brings us into contact with companies of all sizes across the UK.

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Estate Planning

Estate Planning

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising.

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