Wealth Planning
Protecting and preserving your assets for you and future generations through strategic planning.
Wealth management is the comprehensive coordination of all your financial affairs. It brings together investments, pensions, protection, and tax planning into a cohesive strategy that maximises opportunities and minimises risks. It's about making your money work efficiently across all areas of your financial life.
Why Wealth Management Matters
As your financial situation becomes more complex, piecemeal approaches become inefficient and potentially costly. Wealth management ensures all elements of your financial planning work in harmony, avoiding conflicts between different strategies and maximising tax efficiency.
Whether you're building wealth through business success or preserving wealth for future generations, coordinated planning can dramatically improve your outcomes compared to managing each area in isolation.
How We Help
For Growing Wealth Clients: We provide strategic financial planning that evolves with your journey. From initial wealth accumulation strategies to preparation for business purchases and exits, major life changes and protecting your family.
For Established Wealth Clients: We offer comprehensive wealth management including estate planning, tax optimisation, family governance, and succession planning. Our approach considers multiple generations and complex structures whilst maintaining flexibility for changing circumstances.
Ready for a comprehensive approach to your finances? Book your free consultation to discover how coordinated planning could benefit you.
“You will always be our number one priority. To sum up our philosophy in one phrase: When we give you financial advice, our approach is the same as we would apply to our own money.”
Our Wealth Management Services
Estate Planning & Inheritance Tax
Strategic planning to minimise inheritance tax through gifting strategies, trust structures, and business property relief whilst maintaining control during your lifetime.
Tax Efficient Planning
Coordinate all your affairs to minimise income tax, capital gains tax, and inheritance tax through legitimate planning strategies and structures.
Business Exit Planning
Comprehensive planning for business sales, including tax-efficient extraction strategies, succession planning, and post-exit wealth management.
Cashflow Forecasting
Long-term financial modelling to ensure your wealth lasts throughout retirement whilst achieving your lifestyle and legacy goals.
Family Wealth Planning
Multi-generational planning, including education funding, family governance structures, and wealth transfer strategies that protect family harmony.
Why choose Acorn Wealth Management?
Our wealth planners work with you to build a clear strategy for your financial future, giving you confidence in how to grow, protect, and enjoy your wealth throughout life’s stages. From investment management and tax-efficient structuring to estate planning and cashflow forecasting, we cover every aspect of your financial world.
Frequently Asked Questions
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Not at all. This is a common misconception but everyone needs access to financial advice, whatever their level of wealth.
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There are risks when it comes to investments and the value of your investment can go down as well as up. As part of our advice process, we will assess your level of risk and your capacity for loss and recommend an appropriate investment for you.
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This depends on many things. How much money you have, how much money you need when you stop work and what you plan to do. We use Cash Flow models to let you know when you can retire.
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It is never too soon to start thinking about your financial future. Even if you can only save a little to start off with, it is important to plan for your financial future as soon as you can.
Ready to Take the Next Step?
Every financial journey is unique. Whether you're building wealth or protecting what you've already achieved, our experienced team can help you navigate the complexities and opportunities ahead. Book your free, no-obligation consultation and speak directly with one of our experienced advisers.