Wealth Preservation
Preserving your wealth & protecting your assets
Covering the whole of Hampshire
Wealth preservation advisers in Hampshire
At Sterling & Law, we specialise in providing comprehensive wealth preservation solutions for those seeking to preserve their assets and reduce taxes.. Our goal is to protect your wealth and secure your financial legacy for future generations.
With expert inheritance tax advice, strategic tax mitigation, and asset protection measures, we ensure your hard-earned assets are shielded from potential risks, allowing you to achieve lasting peace of mind.
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Independent wealth preservation advisers you can trust
If you are looking for a trusted, local independent wealth planner with Sterling & Law – Hampshire you will be in safe hands.
Having received numerous positive reviews from happy customers, our Practice Principal, Ian Batterbee is one of VouchedFor’s Top Rated Advisers for 2023.
Looking for a wealth management company? Talk to us today.
Tailored wealth preservation strategies
Our wealth preservation solutions are meticulously custom-built to fit your unique financial circumstances and aspirations.
Through a thorough analysis and in-depth understanding of your needs, we develop personalised plans that address key concerns
As a result, this ensures your wealth remains intact and continues to grow steadily over time.
Expert inheritance tax advice
Navigating the complexities of inheritance tax can be daunting, but our highly experienced advisors are here to guide you through the process.
We provide expert advice and innovative strategies to minimise the impact of inheritance tax on your estate.
As a result, this allows you to pass on more of your wealth to your loved ones, enabling them to prosper in the future.
Find out more: Inheritance tax advice
Looking to speak to an experienced wealth planner?
Helping reduce taxes
Effective tax mitigation is a crucial element of wealth preservation.
Our dedicated team works diligently to identify legal and legitimate ways to optimise your tax position.
Therefore we will help you fee up resources to invest, save, or pass on to future generations, enabling your wealth to flourish further.
Robust asset protection
Protecting your assets from potential risks is essential for preserving your wealth.
Our comprehensive asset protection measures are designed to shield your wealth from unnecessary taxes.
This can involve careful estate planning, the use of trusts, and other measures.
The aim is simple – to provide you with the utmost security and peace of mind you deserve, knowing your financial legacy is well-guarded.
Local, experienced independent wealth preservation specialists
Many of us worry about our financial future but are unsure on the best mix of investments to achieve the one we desire. Our fully independent wealth planners will help you plan for your future, alleviating the worry and enabling you to relax and enjoy your life knowing you are in safe hands.
Customer testimonial
Watch what our customers have to say about working with Sterling and Law Hampshire.
We are proud to receive such detailed, and clear feedback on why working with our wealth planners has helped them towards their financial goals and objectives.
Ian offers a professional service utilising his extensive industry experience and up to date technical knowledge, to cater for all of my wealth management needs.
Effective wealth preservation strategies. Experienced financial advisers.
Lee-on-the-Solent
Sterling & Law - Hampshire (Lee)
9 Pier Street
Lee-on-the-Solent
Hampshire
PO13 9LD
Fareham
Sterling & Law - Hampshire
5a The Gardens
Fareham
Hampshire
PO16 8SS