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:


  • 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


  • 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.

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