Wealth ManagementWright Vigar

I'm looking for

Or maybe you'd like to find out about

The Budget 2012
Click here to view our Budget guide from 2012
Vacancies
As part of Wright Vigar giving a great service to clients we recognise it is important to provide a great working environment for our team. Continue reading →
Technical Articles – What is a Shareholder Agreement?
In simple terms, a Shareholder Agreement is a document that every company with more than one shareholder should have. Continue reading →
Tax Tips
Tax Tips is our monthly newsletter designed to bring you tax tips and news to keep you one step ahead of the taxman. Continue reading →
Technical Articles – The Use of Company Pension Contributions to Buy Your Own Commercial Property
If you get an opportunity to buy the premises from which you operate then this can be an opportunity not to be missed. Continue reading →
Catalyst
Catalyst is our monthly newsletter which aims to share articles and ideas that we read during the month that we think will be of interest to business owner-managers looking to hone their own personal skills and develop their business.
Continue reading →
Technical Articles – VAT & Property
VAT and property is a complex area of legislation. The general VAT rule is that supplies of UK property are exempt; Continue reading →
Insight
Read our quarterly newsletter Insight

Continue reading →
Wright Vigar Charity Golf Day
On Wednesday 28 September 2011, Wright Vigar held their second Charity Golf Day, this year supporting St Barnabas Hospice. 15 teams entered and approximately £1,500 was raised. The winning team entered by Michael Cornish. … Continue reading →

Wealth Management

Providing financial prosperity and peace of mind within an effective tax environment

Ian Wilmot works alongside your Wright Vigar Manager to provide a bespoke financial planning service that reflects your personal and financial objectives. It is aimed at maximising and safeguarding your wealth.

He has 32 years experience in financial services and will offer independent and objective advice in all areas of financial planning. The process involves a detailed examination of your current financial situation, analysis of your current assets and investments and regular on-going reviews to ensure that your plans remain on track.

Pension and Retirement Planning

This will consider your specific retirement objectives and will consider your existing pension provision as well as agreeing contribution levels, retirement age and charges.

Specialist advice can also be provided in respect of workplace pensions, as well as more complex arrangements involving property purchase and Corporate Planning.

Asset and Investment Management

Ian will discuss how to structure your investments to maximise tax-efficiency whilst seeking to meet your income or growth objectives. He will seek to explain risk to you to ensure that you are completely comfortable with the strategy and will agree an on-going level of service to suit your requirements to ensure that you are kept informed and that future changes are made as and when required.

Tax Planning

Working with Wright Vigar Ltd and your other professional advisers to manage your assets using the most appropriate and tax effective structures.

Protection Planning

Ian will help you to identify your specific needs to ensure that if the worst does happen that there is sufficient capital and income for your loved ones. This may include planning in case of a serious or long-term illness which can also reduce your ability to earn or place an additional burden on your family.