Wealth planning

We have employees who can assist with advice on:

• Investment properties for commercial purposes
• Investment properties for housing purposes
• Project advice
• Buyer optimisation
• Seller optimisation
• VAT Land and buildings
• Tax planning and optimisation
• Homes purchased by parents for their children
• Pension savings and pension plan
• Company wills
• Lasting power of attorney

​Wealth planning is the focus of our consulting services. A comprehensive financial overview gives you and your immediate family the best foundation for making the right decisions for living the life you want.

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With our Wealth Plan and Senior Analysis, we are able to simulate and illustrate how your wealth will develop in different scenarios. 

Our Senior Analysis makes it easy to see how your financial choices affect your long-term goals and visions. Or what you need to do to turn them into reality.

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We analyse your wealth based on risk across all your finances. This includes savings, investments, pensions, housing economics, tax matters and not least how you want to spend your wealth.​