At Sovereign Asset Management Ltd, our objective is to maximise the value of your business by the use of innovative planning together with creative investment and taxation strategies tailored to your individual needs.
We passionately believe in the importance of working together with accountants, solicitors, tax specialists and other professionals, to ensure that everyone concerned is focused on the optimum outcome for you and your business.
Further, it is our intention to provide you with personal wealth independent of your company, in order to help secure your financial future whatever the circumstances.
There is no substitute for sound financial planning to help ensure the realisation of your financial objectives, and protecting your business against the unexpected is a crucial element of this strategy.
Ensuring that the vital components of your business, whether individuals or company assets are fully protected, provides not only peace of mind, but a firm basis for allowing your business to flourish.
It is essential that the wealth you create through your business is preserved. The strategies we will look to develop and implement are designed to be as flexible as possible in order to enable ongoing adaptations to reflect your company circumstances.
For example, working together to provide effective tax planning can reduce the potential financial burden.
Whatever you eventually wish for your business, our aim is to ensure that as much of your wealth as possible is passed down to your beneficiaries.
Tax Planning is not regulated by the Financial Services Authority.