SERVICES 1. INVESTMENTS MANAGEMENT a) Manage your investment portfolio - Property b) Manage your investment portfolio - Stocks (Shares) c) Manage your investment portfolio - Pensions 2. WEALTH MANAGEMENT a) Wealth management b) Estate Planning c) Management of Fiduciary Duties and monitor LPA with Solicitors & Notaries ( LPA- Lasting Power of Attorney) 3. TAX - TRUST TAX RETURNS & INHERITANCE TAX a) Advise you on your wealth exposure to inheritance tax. b) Prepare Inheritance Tax Calculations c) Prepare and File Trust Tax Returns