As a client of Attis you can access the specialist knowledge of one of our sister companies HEB Wealth & Employee Benefits. They offer a range of solutions for both businesses and individuals:
Businesses
- Workplace pension scheme design and governance
- Shareholder protection insurance for share buy back by individuals or the business
- Key person insurance
- Investment solutions for corporate cash
Individuals
- Lifetime cashflow modelling which includes planning strategies for structuring pensions, unit trusts, ISAs, onshore/offshore bonds for tax minimisation whilst income is being drawn and Inheritance Tax (IHT)minimisation on death whilst ensuring assets and income outlive the client.
- Trust planning – allowing assets to be gifted away to minimise IHT but retain access to income from the gifted assets.
- Model Portfolios – researched blends of 20 plus fund managers to create a diverse investment portfolio aligned with a client’s risk requirements . The constituent funds reviewed and adjusted on a regular basis.
- Pension Drawdown – supported by cashflow modelling analysis and Model Portfolios.
- Life and critical illness insurance – protecting the client and their family while they accumulate savings and wealth.
For more information visit www.heb.uk.com
