Wealth Accumulation

The key to successful wealth accumulation is to continuously apply specialist knowledge to achieve clearly defined and realistic goals.

It is our business to help you design a tax effective plan and asset allocation strategy (the proportion of different types of investments) tailored to your individual circumstances. This takes into account your wants and needs, whilst accelerating your rate of wealth accumulation.

In order to achieve your financial goals, you must negotiate the complex legislation that governs investment and tax. BYW advisers work within this regulatory framework to develop innovative financial planning solutions, especially in the areas of income and income tax planning, wealth creation, retirement income and estate planning.

Advisers also help with tax-efficient administration and company structures, self-managed investment structures and powerful gearing strategies, if required.

Equity and Fixed Interest 

BYW advisers have access to considerable investment market information and expertise. We draw upon the skills of investment research teams and consider short and long term risk and profitability, which helps identify a range of investments to move you closer to reaching your goals.

We recognise that there are other areas of professional advice that should be considered in parallel to any investment consideration - such as strategy development, long-term asset allocation, tax strategy and legal considerations - to add more value to the management of your affairs. 

Advice is co-ordinated to ensure that plans in one area do not conflict with those in another. 

Property 

Property is still of great interest to savers and investors, even with a UK market that looks like it may have peaked. We assist members still not keen on the stock market to find UK and International property investment opportunities.

When helping our clients build wealth we:

• Often work with property as a significant asset allocation
• Address the tax planning aspects of the purchase and sale of UK and international properties
• Access and advise on fully managed, geared UK and International property partnerships
• Show how to access and work with asset backed or share based International & UK property opportunities
• Help source UK property purchases with significant tax breaks

Accepting that land / property ownership will always be a significant part of wealth, we provide unique, fully managed property investment opportunities with the ease associated with equity and fixed interest stock investment.