How gifting from income can reduce your estates IHT burdenPosted in Inheritance Tax,
on 27.01.17 Read Ok, I accept not everyone has “more income than they need”. However I see the situation more often than you might expect,...
Listening, identifying issues, setting objectives, creating a successful strategy and delivering results. As a business coach you do this for your clients day to day; it’s also integral to our client proposition at Fiducia Wealth Management.
Fiducia believes in working in partnership with like-minded professionals. That is why we enjoy complimenting the work of Business Coaches as professional wealth advisers for company pensions, investment and retirement strategies / planning advice.
Understanding your client deeply, questioning them, getting to grips with their assets, removing barriers, identifying their objectives, showing them the way forward and being there for every step of that journey is what Fiducia really enjoys. We believe in bringing professional experts into our team to aid our client achieve all their objectives, and quite often when we work with business-owner clients we see the need to introduce a business coach. Our client then has a dedicated professional steering them on both their business wealth as well as their personal wealth, which are often interlinked.
We know our coaching partners are best placed to assist our clients with transforming their business in both a commercial and cultural capacity, by coaching clients Fiducia have a long-track record in providing complementary services in relation to total wealth planning, to: