Wealth Building & Preservation
Investment Planning
At Kudos we work to develop financial solutions tailored to meet your specific needs. Working with you to agree performance goals, establishing your attitude to risk and providing for regular reviews of your arrangements.
We manage onshore and offshore investment portfolios for existing and new clients. Exploring a broad range of tax effective opportunities including Maximum Investment Plans (MIP), Individual Savings Accounts (ISA), Unit Trusts, OEICs, Venture Capital Trusts (VCT) and Investment Bonds.
Identifying opportunities for investors during the good, bad and volatile times. Pre and post retirement investment planning, in order to ensure that you can take your income in the most efficient manner.
Trust Planning
Trust and investment planning often go hand in hand and we help you find the right trust to help to meet your specific needs whether these are to protect assets, enable wealth to cascade down the generations or to allow you to take income in a tax efficient manner.
Many people still think, incorrectly, that trust planning is too complex, too inflexible, too expensive and only for the very wealthy. Skilful trust planning can mitigate many tax burdens for a family. There are trusts available which can overcome many perceived tax problem.