Financial planning services that will help take care of tomorrow
Our team of dedicated, passionate team of financial advisers in Derby and Nottingham provide advice specific to your financial needs. We’re known for working closely with our clients to make sure we fully understand your financial goals and can help you get where you want to be.
There are probably few taxes more disliked than Inheritance Tax, also known as IHT. For many, it seems unfair that income and assets that have already been taxed should be taxed again instead of passed down to their intended recipients. After all, you’ve worked hard over the years for your estate!
By working with our financial planners, we can potentially help you reduce your Inheritance Tax. This makes sure that your loved ones can enjoy the benefits of your hard work.
While nothing will take the pain away of losing you, removing the stress of trying to deal with inheritance tax can significantly help. The impact of IHT can be incredibly distressing if your estate is not in order. In some cases, family members have been forced to sell off property and businesses just to pay the inheritance tax owed.
To help you mitigate inheritance tax, there is a wide range of options. One of the first steps is ensuring you have a professional will that is kept up to date to reflect your wishes. Will writing, however, is not regulated by the Financial Conduct Authority so it is only one step to preserving your wealth.
We’ll also help you explore options such as lifetime gifting and the transfer of assets to tax-efficient funds. If you’d like to find out more about what any of this entails, contact us for a no-obligation consultation.
*The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of tax relief is generally dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority
You work hard for your money so it makes sense you want to be able to enjoy it into your golden years and pass something down to your loved ones. Our financial advisers will help you understand gifting, inheritance tax, protection planning and the importance of later-life planning. This means you can make informed decisions that will benefit your loved ones even after you’ve gone.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
At Rhodes Wealth Management, our experienced financial advisers based in Derby and Nottingham offer a range of tailored financial services for individuals and businesses. We offer financial planning services from pension planning to Inheritance Tax, through to financial advice for business owners. Whether you’re looking at how you can preserve your wealth for future generations or taking your first step towards investment, we’re here to help.
For businesses, we offer a range of business and corporate financial advice including key person protection and employee benefits. Preparation is key for a successful business and our team of experienced financial advisers will help you plan for the future and understand your business’s current financial situation.
Whatever stage you’re at in life’s journey, Rhodes Wealth Management is here to help. Our financial advisers can support you with everything from life insurance and inheritance tax planning to mutual funds and protection insurance. We recognise that all of our clients have their own needs and requirements when it comes to financial planning, that’s why every financial plan is bespoke to you.
Our mission is to offer you financial advice that helps you make the most of your financial assets so they can be passed down to future generations. We believe in creating a better community where people have the tools and knowledge they need to create a better future.
It’s not just our local community we believe in either. Since 2017, we’ve been the proud sponsors of Pamoja Leo. This UK & Tanzanian based charity work tirelessly to help vulnerable children and families create supportive communities with a focus on education, healthcare, and skills development. We support this incredible project by hosting fundraising events and providing ongoing sponsorship.
Meet the Rhodes Wealth Management Team and find out more about our mission.
Get in touch with us for a no-obligation consultation with a financial planner. We’ll discuss your financial plans and offer professional advice on the best next steps for your personal circumstances.
Book a consultationRhodes Wealth Management offers a holistic approach when providing our clients with personal financial advice. Every financial adviser in our team wants to make sure that you can make the most of your savings and investments. We ensure all our clients receive comprehensive financial advice according to their personal circumstances.
Our financial planners work with you to develop a bespoke financial plan that can improve and protect your personal finances. We have years of experience to help you navigate all of life’s big milestones. We’ll make sure that you know what you need to do in regards to pension and retirement planning and tax planning strategies to preserve your wealth and more.
We host a variety of events, both online and face to face. This is a great opportunity for you to meet our certified financial planner team and improve your financial literacy. We host a range of educational events with financial advisors and fun community events.
Our financial advisers based in Derby and Nottingham can assist you with every aspect of financial planning. Get in touch to find out more.
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