In this interview Marc Harris talks to Simon Allister of LGT Wealth Management to discuss the importance of Wealth Planning prior to a business sale. Developing a clear understanding of how different sale structures may impact upon the financial and lifestyle objectives of the business owner is an invaluable process that ensures decisions are made from a position of strength as the best information is at hand.
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Partner and Head of Wealth Planning
Simon is Head of Wealth Planning and a Partner at LGT. He joined the firm in 2014 having previously worked at HSBC Private Bank advising the banks’ largest clients on all areas of Wealth Planning and International Wealth Structuring.
He is a Chartered Financial Planner and a Chartered Fellow of the Institute of Securities and Investments. He is also a Fellow of the Personal Finance Society and a full member of the society of Trust and Estate Practitioners with additional specialist qualifications on advising UK connected international clients and family-owned businesses.
Why wealth planning?
Wealth planning helps ensure your long-term ambitions remain on track, taking into account the full picture of your circumstances and objectives.
Bespoke wealth planning
We will listen carefully to you and devise a plan around your individual needs.
No two people have the same dreams and aspirations. That’s why your financial plan will be fully customised and only include solutions that will truly suit your circumstances.
Whatever your goal is for the future, we will work with you to achieve it. We will talk to you about your family and your legacy and create a long-term plan to help you make your dreams a reality.
If your situation changes, don’t worry. We will review your plan on a regular basis to make sure you are still on track to meet your financial objectives.
Full range of services
From pension accumulation and retirement planning to inheritance tax planning and providing for school fees, we offer a comprehensive range of financial planning services.
We help both UK-domiciled and non-resident clients arrange their affairs in a tax compliant manner.
We consider the whole of the market in order to find the best financial planning solutions for you. We do not sell our own in-house products which means our wealth planning advice is truly unbiased.