The private client wealth management service will give you a portfolio of investments, personalised for you. It will be reviewed daily and updated whenever necessary. You get an interim review half way through the year and a full portfolio review every year. In addition you get updates throughout the year. As the contract is an independent advisory contract, not a discretionary contract, you stay in control. This means that you are always given the option to move your portfolio and always takes your preferences and opinions into account. The private client wealth management service offers advice and guidance on: •Inheritance Tax •Succession Planning •Income Tax mitigation •Property Management •How to structure realising gains to reduce or eliminate your capital gains tax position We will arrange a consultation at our offices or at your home. This can be at any time of day that is mutually convenient between you and your new Private Client Wealth Management IFA