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Wealth Management

We pride ourselves on providing a service capable of handling clients of all sizes, no one is too big or small.

You and your family can be reassured that they will be well looked after by our team of experts. They are able to spot potential emerging disputes, protect future generations and provide you with preservation and tax efficiency.

You will benefit from having a decision maker who is closer to you and understands your circumstances better than any third party.

We will take responsibility for the decisions made, and you can trust that the same high level of due diligence is applied across all services. 

Financial Planning

Small jar of coins labelled 'Budget'

When we initially meet with you, the first step is always to find out as much as possible about your financial circumstances. By doing this, your financial needs are better prioritised, enabling us to create the right ongoing financial plan for you.

Your financial situation is always changing. It will evolve, as will our approach to your planned strategy. Milestones to be considered are anything from:

  • starting a family,
  • planning for your children’s education,
  • preparing for your retirement.

Tax Planning

Paperwork and calculator

With tax legislation and policies becoming more complex, ‘joined up’ financial advice and tax planning can make a significant contribution to managing and growing your wealth. We recommend tax saving strategies to maximise your after-tax income. Areas of tax planning our specialists are able to advise on:

  • Inheritance Tax
  • EIS / Seed EIS
  • Capital Gains Tax
  • Family Tax
  • Property Tax
  • Tax Returns

Estate Planning

Will and testament with wax seal

Protection and preservation of your wealth enables you to enjoy your assets now and have control over what happens to them after your death. Your Financial and Estate Planning arrangements go hand-in-hand and a solution will be tailored to consider your entire financial situation and objectives.

Services include:

  • Wills
  • Trust Planning
  • Deed of Variation
  • Life Assurance
  • Gifting & Gift Inter-vivos
  • Business Property relief
  • Lasting Power of Attorney
  • Care Home Planning
  • Business Trust Planning
  • Trust Tax Returns

Sutton Winson Wealth Management Limited No.828485 is an appointed representative of Ascot Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. Firm Reference Number: 551744. Registered Office: Scotch Corner, London Road, Sunningdale, Berkshire, SL5 0ER.

Growing Together

We’re proud to have teamed up with Tree Nation.

Thanks to you, we’re taking action and supporting reforestation by planting a tree for every home or car policy bought with us, whether that policy is new or renewing.

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