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Consulting for Private Equity

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Consulting for Corporates

Investment Trust

We Shape the Perfect Solution for Company

At Investment Trust, we don’t believe in half-measures and that’s why we focus on providing a comprehensive financial plan that’s tailored to the needs of every client that walks through our door. It’s all about making sure you get the best value for your money.

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what we offer

Business Shaped Solutions

We are specialists in both economics and information technologies and we apply our full range of talent to creating the perfect solution for each client’s needs.

Accumulate

This is where we make plans to build security throughout your lifetime. We set measurable and achievable investment goals that are in line with your unique requirements.

Succession

We help interlink your business and personal wealth during the sale of your business and give you the guidance you need to extract wealth logically and efficiently.

Protect

We make sure protections are in place to secure your personal finances and your estate. We also outline strategies for business protection.

Estate planning

We provide inheritance tax assessment and mitigation. We also analyse your will and trusts to make sure everything is shipshape.

Management

We help determine the liquidity and certainty of your income via cash flow analysis, as well as delivering efficient income strategies that are both bespoke and flexible.

Taxation review

We provide taxation assessment and advice by reviewing current tax rulings. Then we explore all the opportunities and threats that may be applicable to you.
Read more about what we do
Investment Trust

Who we work with

We advise individuals, business owners and families at every stage of their financial journey. We’re proud to provide a consistent level of excellence to every client we work with.

Wealth is something to be cherished and grown – we develop plans for high net worth individuals and entrepreneurs that truly sing, so you can live your life to the fullest.

We provide advice to facilitate your transition during a business sale, so you can obtain maximum value from your exit. We provide corporate advice and tax strategies to boost your assets while you are working and set you on track to where you need to be when you exit your business or retire.

Keeping your family’s assets secure is the cornerstone of a prosperous future. We provide comprehensive inheritance and capital gains strategies to ensure the longevity of your family’s wealth. We help to minimise the impact of inheritance tax on your estate.
our strategy

Investment Trust Alpha

Regulatory & Protection

Ensuring planning is suitable and your wealth is safe.

Sticking to the Plan

Achieving your goals through regular assessment and recommendations.

Portfolio rebalancing

Risk and return must always remain at one with each other.
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Behavioural guidance

Helping you overcome inertia and avoid common planning pitfalls.

Multi Box

The structuring of your wealth is vital. Ensuring all opportunities to maximise tax allowances are taken.

Reducing costs

Less costs allow for improved returns.
150
+

Years of
Experience

2500
+

trusted
clients

360
+

visited
conferences

170
+

master
certification

testimonials

What People Say

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