Specialist Services
School and University Fees
By careful planning and forecasting now, you can be prepared for what can be a very significant expense while your children are being educated.
Offshore Investment Planning
For our international clients and expatriates, as well as our UK clients, investing money offshore can derive genuine tax benefits from holding all or part of their financial assets outside the UK. With careful planning, offshore investments can be an important part of a portfolio.
Taxation and Legal Services
Many skills come into play if you really want to run your financial and tax affairs efficiently. This is why we have links with a wide range of specialist service providers, including Solicitors and Accountants. We will be happy to discuss your individual requirements.
Will Writing
One of the cornerstones of any sound financial plan is a properly written Will. The financial consequences of not making a Will could result in your estate not being distributed in line with your wishes. At Blackstone Moregate we can help by providing the expert advice needed to write or redraft your Will based on your personal circumstances.
Capital Gains Tax Planning
The 90's saw a massive rise in share ownership as well as changes in personal and corporate tax law. Blackstone Moregate can advise on the best way to reduce any extra tax on personal or corporate assets.
The FSA do not regulate Will writing and some forms of School/University fees planning, Tax planning and Offshore investments.