Family Circumstances and Financial Planning Goals

Family Circumstances and Financial Planning Goals

Our financial planning process involves understanding family situations and what our clients would like to achieve in order to work through their implications and the alternatives. Specialist knowledge helps us to identify where there are options of which the client may not even be aware e.g. trust planning.  We also need to be mindful of our clients’ income needs to ensure that achieving their goals to help others won’t impact their quality of life.


It may be a client has a very specific goal and they want to help their offspring onto the property ladder or ensure a plan is in place for the long-term care of an elderly parent.  For these goals they are keen to understand how best to fund it and what planning needs to be in place.  Alternatively, they may have a more general aspiration around financially improving their children’s lives which could be met by a range of different strategies from paying off their mortgage, through to supporting their children (the clients’ grandchildren) through University or paying school fees.


This is Money article looks at the options available to someone who wants to give £100K to each of her children and the implications of each of the options available.  Read more here  

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We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

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Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
Warwick,
Warwickshire,
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.

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