The fourth step is control: who shall have the responsibility of making decisions?
Control is central to our Protection Planning. Who shall have control over the client's wealth ownership structure and how will that be achieved? We want to create a flexible, robust and modern structure to enable the client and his family to feel empowered and in a position to enjoy their wealth.
Caroline has been a pioneer in this space for decades and is passionate in creating structures which give the control back to the family. This can be achieved in many ways - whether through careful planning and review of existing arrangements or creating a 'Ring of Confidence' around the client, there is always a solution once the concerns and goals are identified.
In accordance with our ethos, we listen to your concerns, identify your priorities and aim, wherever possible, to save you time and money.