RAY L BEST
Ray has a background in business efficiency, wills and trusts, and corporate planning. He has been in the financial services industry for over 30 years. He believes that everyone can achieve financial independence and preserve their capital, if they commit to financial success and have access to the right advice.
In order to communicate his message to a wider audience, Ray created “Financial Reality” a seminar that moves the audience to take more seriously the need to take responsibility for their financial future.
Ray has written a number of feature articles for Tax Adviser magazine (the official publication of the Institute of Taxation). His other published work includes, “Inheritance Tax Planning My Way” and more recently “ Partnership Protection and Shareholder Protection”.
With regard to Inheritance Tax Planning, Ray believes that most people would like to retain control of their capital and enjoy a reasonable level of income – before passing on wealth to family members. So schemes that offer Inheritance Tax savings but take away control of capital should be considered cautiously, particularly if invested in a restricted range of investments.
We focus on client needs and creating financial strategies that provide solutions for them. Most clients want an adviser they can trust, so knowledge and reliability are key factors in appointing a financial planner. They prefer straight forward explanations without jargon and are seeking solutions that are practical.
Rays pro-active approach is best suited to clients who are committed to improving their financial future and achieve a worthwhile lifestyle.
For wealth management, inheritance tax planning, capital gains or corporate tax planning, please e-mail iht@paretolawrence.co.uk or call 0845 241 0207 to arrange a free consultation.