As a personal client you may have money to invest or plans to make for retirement or inheritance. You may need to mitigate IHT, to arrange a mortgage, to arrange some family protection or health insurance; you may want to release equity from your home. Irrespective of your particular requirements Talis can almost certainly support and advise you.
Most of our personal (sometimes known as private) clients are concerned that they are not making the most of their money, that they may be paying too much tax, or that one day they may simply run out of cash.
We help our clients make smart decisions about their money often helping to restore confidence for the future.
Read our helpful guides
Guide to Designing Your Own Lifestyle Plan