At Killik Asset Management, Wealth Protection forms the backbone of our investment philosophy for those with substantial assets to protect and maintain. This could include setting up a trust to manage your assets, inheritance planning and other tax advantageous services including SIPPs, ISAs and Offshore bonds.
Our objective is to deliver real term capital preservation through a bespoke investment strategy tailored to each client’s circumstances and expectations. Capital Protection and risk control takes precedence over benchmarking. In addition, as a truly independent firm, we are unconstrained by the conflicts of corporate broking and corporate finance teams enabling us to focus on your best interests.
Our Wealth Protection capabilities include:
- The Use of Trusts
- Inheritance Tax
- Estate Planning