What Beacon Private Trust can offer you

Our Services

Choose the services you need. In addition to Financial Planning and Investment, we are also UK tax advisers. We can provide and execute your personal financial strategy, and are happy to work alongside your existing advisers.

Financial Planning

Financial Planning

At Beacon Private Trust, we are able to solve the following problems you may encounter with Financial Planning.

  • I have a family and I need a will
  • Will my family be financially secure in the event of
    • premature death
    • terminal illness
    • redundancy
    • critical illness
Pensions

Pensions

At Beacon Private Trust, we exceed expectations when it comes to helping you with your pensions.

  • How can I ensure my pension will be sufficient to provide for my retirement
  • Should I take part in auto-enrolment
  • What state and employee benefits am I entitled to
Retirement

Retirement

At Beacon Private Trust, we are able to offer a platinum service when it comes to the following issues with retirement.

  • How do I maximise my retirement income
  • How do I minimise income and capital gains tax in retirement
  • How can I minimise the risk of outliving my capital
  • How do I finance Long Term care for myself or a loved one
Inheritance Tax

Inheritance Tax

At Beacon Private Trust, we are able to offer peace of mind with Inheritance Tax.

  • How do I gift my assets during my lifetime
  • How much can I afford to gift during my lifetime
  • I need help with a new Last Will and Testament
Other planning

Other planning

At Beacon Private Trust, we are able to assist with the following problems you may encounter with other planning.

  • Will writing
  • Lasting Powers of Attorney (Financial and/or Health)
  • Estate Administration and Probate (Beacon Wills and Probate - authorised by ICAEW)
  • Deeds of Variation
  • Death Inter-vivos policies (to pay Inheritance tax bills)
  • Critical Illness Insurance
  • Income Protection Insurance
Treating customers fairly

Treating customers fairly

The fair treatment of customers is central to our business and our corporate culture.

Treating Customers Fairly and making sure that consumers get a fair outcome when receiving financial advice is how we operate at Beacon Private Trust.

Our advisers ensure they understand your circumstances. This ensures that advice provided will be suitable for you. Based on discussions with your adviser, we search the entire market to match products and services to your needs.

We make sure that information at all stages of the process is presented clearly and simply – before, during and after point of sale. We are available to answer any queries and provide additional information.

We explain how the products we recommend are expected to perform, and how they meet your requirements.

We aim to at least meet, if not exceed your expectations with the service we provide. Our aim is to make securing your financial future, and meeting future financial needs a process where you understand what is being advised and you are in control. We will discuss and support your decisions should you wish to change products and/or providers.

Avoid common mistakes

By using a financial planner you can avoid making common mistakes that
can damage your investments

Contact Us
Beacon Private Trust Independent Financial Advisers