Brunswick Investment Management Ltd > Our Services > Complex Capital Investment Planning

Complex Capital Investment Planning

This service provides advice regarding more complex matters, such as the review and potential rebalancing of existing investments to ensure they continue to meet your aims and objectives, estate planning, planning pension provision, higher risk alternatively styled investments and pension transfers.

These matters require a more specialised and time intensive approach, together with complex research. We will make it clear whether the advice you are seeking is classified as complex at outset. Complex Capital Investment Planning covers cases involving:

  • Investment Rebalancing
  • Structured Deposits
  • Structured Products
  • Investment Bonds
  • Investment Trusts
  • Trust Planning
  • Pensions
  • Lifetime Allowance Planning
  • Auto Enrolment
  • Venture Capital Trusts (VCT)
  • Enterprise Investment Schemes (EIS)
  • Seed Enterprise Investment Schemes (SEIS)
  • Inheritance Tax Mitigation Schemes (utilising Business Property Relief)
  • Alternative Investment Market (AIM) ISAs

Our Services

Need Help ?

Contact a member of our team today.

01603 895350
team@brunswickim.com

Request a Call Back

Other Services We Provide

We can also help in the following areas.

Initial Consultation

Your initial consultation will help to assess your circumstances and determine your need for advice.

Capital Investment Planning

This service provides advice on investing a cash lump sum, regular premium or the transfer of existing funds.

Complex Capital Investment Planning

This service provides advice regarding more complex matters, such as the review and potential rebalancing of existing investments.

At and Post Retirement Planning

This service provides advice regarding the drawing of your retirement benefits and how to do this in the optimum manner.

Protection Planning

This service provides advice regarding your protection needs, both on a personal and corporate level.

Ongoing Advice

As a client of Brunswick Investment Ltd you will benefit from our ongoing advice service.