Taking care of your financial future
Tilney’s financial planners and investment experts help people to achieve their financial goals and ambitions.
It looks after £24 billion on behalf of its clients, who include solicitors, senior professionals, company executives and business owners along with families, charities and other private individuals.
Tilney’s experts understand that as a legal professional, your personal finances are likely to be complicated and you may have very little time to dedicate to them. You face unique challenges when it comes to your pension and retirement planning, inheritance tax and estate planning and tax planning.
As a legal professional, you’ll know the importance of talking to an expert. Just as you have the specialist legal knowledge to help your clients, Tilney has the specialist financial planning and investment knowledge and expertise to help you.
See the details of awards won by Tilney. Past performance is not a guide to future performance.
How Tilney can help you
Tilney does not have a ‘one size fits all’ approach – its service is personal to you. Some people require a comprehensive financial plan with ongoing management of their investments and regular meetings. Others need a one-off recommendation on a single topic. It can help with both and everything in between.
As you think about your personal wealth, you're likely to have a number of questions. Tilney’s advisers understand these queries and what considerations you need to make, such as:
- How much do I need for the retirement I want?
- Are my personal finances at the mercy of the markets?
- Are my investments set up correctly for the future?
- Am I as tax efficient as I could be?
- Is now the right time to start passing down wealth to my loved ones?
- How can I financially prepare for life’s ‘what ifs’? For example, what would happen if I were unable to work for any length of time? Or how would my family cope financially when I die?
Tilney’s experts believe in the power of a conversation.
Tilney’s CEO, Chris Woodhouse, understands that being a senior professional in an ever-changing world can often be challenging, but talking to one of their experts about your concerns and ambitions can help you to make sense of your personal finances.
In this video, Chris talks about how:
- a chat with one of their experts can provide the reassurance you might need
- the expertise offered by Tilney can help you prepare for those ‘what if’ situations
- talking to Tilney about your concerns and ambitions can help you to take control of your financial future
It seems a simple enough question, but the answer is often more complicated.
Many professionals have various pension plans and investments and it can be difficult to see what these will actually provide for you in the future. Knowing how to structure your finances is key to providing the retirement you want and deserve, but it’s also extremely complex and vital that you get it right.
Tilney’s experts use cashflow modelling to provide clients with a financial roadmap and clarity about their financial situation both now and in the future.
In this previously run event on demand, you’ll learn about:
- cashflow modelling and how it works to forecast your future finances
- how it takes different life and market events into account to give you a variety of scenarios, such as, could you still afford to retire if there was a stock market crash, or could you afford to pay for care fees if you became ill in old age?
- a real-life client scenario where Tilney’s experts helped a couple thinking about retiring to take control of their financial future
Saving for your future is about so much more than just the money itself – it’s about your life. It can be difficult to prioritise dealing with your personal finances when you are busy dealing with the needs of your own clients, but it’s important to do so and to ask for help.
Just as you wouldn’t expect your clients to deal with legal matters without your help, it’s vital to seek guidance from a financial expert when dealing with your own personal wealth.
In this video, you’ll find out more about:
- the psychology of saving for your future self
- why it’s important not to procrastinate when it comes to sorting your personal finances
- how working with an expert can help you to achieve the future you want for you and your family
Tilney webinar – a smarter way to pass on your wealth (21 April)
The Law Society will be joined by Ian Dyall, head of estate planning at Tilney, who will discuss how estate planning can be used to pass on your assets to your loved ones, while reducing an inheritance tax bill.
Ian has been recognised for his exceptional efforts and won the Outstanding Contribution award at the City of London Wealth Management Awards 2019.
This webinar will cover:
- a systematic approach to mitigating inheritance tax
- how to maximise savings whilst minimising the loss of access to your investments
- using wills to make best use of the allowances available
- the pros and cons of using trusts
- using pensions to pass on wealth
Now is the time to talk
If these videos or topics have prompted you to think about your questions, then talk them through with an adviser.
Tilney advisers understand the questions you have, and what considerations you need to make. They will take personal responsibility to help you feel more in control, talking things through thoroughly and expertly.
The value of investments can go down as well as up and you may not get back the amount invested. Prevailing tax rates and reliefs depend upon individual circumstances and are subject to change.
Issued by Tilney Financial Planning Limited and Tilney Investment Management Services Limited. Authorised and regulated by the Financial Conduct Authority. Advice in relation to trusts and inheritance tax planning is not regulated by the Financial Conduct Authority, however, the products used in relation to trusts and to mitigate tax may be regulated.