Cooper Associates Wealth Management
Providing holistic financial advice across investments, retirement planning, estate planning and inheritance tax planning
Who Cooper Associates Wealth Management are
Cooper Associates Wealth Management are a Principal Partner of St. James’s Place, providing holistic financial advice across investments, retirement planning, estate planning and inheritance tax planning.
We believe that our relationship with clients begins – rather than ends – at the point they choose to invest. Our dedicated team of Financial Advisers offer friendly, straightforward and tailored advice, designed to support each client’s unique needs and aspirations.
We work with a wide range of clients, from some of the world’s best-known sportspeople to those just starting their financial journey. Whatever your circumstances, we are here to help.
NRLA member offer
- Holistic and bespoke financial advice from a friendly, dedicated financial adviser
- Advice on investments, retirement planning, estate planning and inheritance tax planning
- Redeemed by booking a zero-obligation consultation through the Cooper Associates Wealth Management website.
What do Cooper Associates Wealth Management offer?
Investments
Investment Planning
Investment Management
Investment Bonds
Unit Trusts
ISAs
Junior ISAs
Offshore Investments
Retirement
Personal Pensions
Self-invested Pension Plans
Group Personal Pensions
Defined Benefits
Estate Planning
Inheritance Tax Planning
Gifts
Later Life Planning
Protection
Corporate Financial Services
Pension Reform
Corporate Planning
Corporate Pensions
Join our next webinar!
Cooper Associates Wealth Management invites you to our complimentary, exclusive webinar to find out how to reduce your inheritance tax liability.
The government has announced plans to levy inheritance tax on pensions from 2027 so it is likely that your inheritance tax liability may be greater than previously anticipated.
The good news is that it is possible to significantly reduce the amount of tax paid through effective inheritance tax planning, while allowing you to leave a long-lasting legacy for your loved ones.
At our webinar, you will learn:
- How to mitigate your tax liabilities by using your annual reliefs and allowances
- How trusts work and how they are used to gift while keeping control over your assets
- How to gift to children and grandchildren
- How to grow your wealth tax-efficiently and create a long-lasting legacy
Did you attend our webinar?
Are you concerned about your Inheritance Tax Liability? Do you need some help mitigating your tax liabilities? Get in contact with us today to see how we can help.
