At MTS Wealth we believe that there is a financial life cycle that all individuals will go through in their lifetime. This begins with getting their first job and forming a family, lasting through their working life and preparing for retirement and finishing with deciding how to pass their wealth on to the following generations.
Below we have provided some detail on what the main needs will be at each stage of the lifecycle, and this can be viewed by clicking on the title of each stage. Each stage is accompanied by case study which illustrates the benefit of advice at each stage of the process.
How can I make the most of my savings for my family's future?
Saving Spare Income/Capital - To move house, to buy a holiday home or save for the children's future.
Pension Start Up (Saving Spare Income).
Family Protection - Protection against parents/earners death or disability.
Business Start Up - Coordinating with personal financial planning - Income Planning, Tax Efficient Protection Needs, Coordinating Personal/Corporate Financial Planning with Accountant.