Comprehensive Wealth Planning
A blueprint for your financial life
WHAT IS IT?
WHY KILLIK & CO?
WHO IS IT RIGHT FOR?
What to expect as a client
Your Comprehensive Wealth Plan
• Define your present and future lifestyle vision, outlining any identified shortfalls
• Define your current and future income and expenditure
• Outline what your provisions are for your family in the event of unplanned financial events such as premature death or long term illness
• Provide a clear understanding of the investment returns you need to be able to achieve your lifestyle vision
• Provide an overview of your Inheritance Tax position now and in the future.
• Provide you with an overview of a wealth planning strategy which maximises the tax efficient solutions available and thereby minimises the taxes that you will pay throughout your lifetime.