The main types of client that Tarvos Wealth can assist are:

The Estate Planner

Planning for clients wishing to reducing inheritance tax, income or capital gains tax.

Where a spouse/partner has passed on

Providing support at a difficult time, reviewing existing savings and investments and ensuring that a suitable strategy is put in place to meet the ongoing needs of the surviving spouse.

The Trustee

Ensuring that trustees’ duties under the Trustee Act 2000 are met by providing advice on a suitable investment plan for the trust fund.

The Broken Relationship

Working with couples that are divorcing or separating, providing clear information about their existing savings, investments and pensions and providing advice on how best to split these, if required.

The Personal Injury Litigant
Strategies to invest compensation awards in the most effective way, to meet specific income or growth requirements. This includes awards where a deputy has been appointed by the Court of Protection.

Those contemplating retirement

The full range of investment strategies available for the very cautious to the very speculative investor looking to find the most suitable investment or pension portfolio. Our portfolios are thoroughly researched and we provide an ongoing review service as standard.

The Business Owner

Providing advice to small and medium sized businesses on effective methods of protecting the business and business owners. Also group pension schemes for staff and pension planning for executives.

Executives that have taken redundancy

Providing advice on the most suitable use of assets or pensions once the Compromise Agreement has been finalised.

The Expatriate

Effective investment planning for clients moving abroad to ensure that they are able to benefit from tax efficient returns. Reassurance that their life savings are being properly managed and reviewed.