Elaine Milne provides a comprehensive range of financial planning services including:
- Life protection strategies
- Investment Planning
- Pre Retirement Planning
- Post Retirement Options
- Asset Protection Strategies and Trusts* for use in Inheritance Tax mitigation
- Business succession planning
Elaine ensures that her clients' financial futures are protected at every stage of their lives. Whether you have a young family, a business, retirement concerns or questions relating to inheritance tax, Elaine will assess your situation and advise upon suitable strategies to alleviate your concerns. She believes in protecting a family’s wealth to enable it’s seamless succession to the next generation and can provide bespoke financial planning solutions to meet such needs.
Believing that the need for financial advice has never been greater, Elaine strives to provide the highest level of service to her clients to ensure that their needs are met as and when they arise.
Elaine feels it is important that clients are kept up to date with economic and financial information and so publishes Market Bulletins highlighting these issues on a regular basis.
Elaine enjoys her work immensely and also manages to pack lots into her spare time. She loves to travel, is a keen cyclist, skier and more recently even took up horse riding to add to her activities.
She is also involved in various charitable endeavours and finds this to be hugely rewarding and worthwhile.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.