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Case Studies

Trusts – more than just good Tax Planning

For many commentators , Trusts are all about Tax. In fact, the UK system of Trusts predates our tax system […]

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Successful Singles

Look at any Financial Services website and the ‘stock’ photos of a silver haired couple surrounded by dating grandchildren is […]

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Working with the next generation – keeping it in the family

We became aware very soon after launching Perceptive Planning that many of our clients have achieved their wealth by the […]

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When DIY is too risky

As with many of our clients, these particular clients are bright, educated and well capable of managing their affairs. In […]

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Managed Retreat

The clients had been very successful in life, and should have been comfortable in Retirement. Unfortunately, previous Advisers had seen […]

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Moving between Countries

The clients had been successful in South Africa, and had worked with a Financial Planner there. Over time, their children had […]

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We hope you found some insight to the work we do here at Perceptive Planning. If you would like to find out how we can make a Perceptive difference to your financial affairs please submit your details below or call us on 0207 117 2084 and we would be happy to help. With offices in London and Essex we are happy to meet at either location.

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