Aetas Partners: Connecting Your Wealth and Wellbeing
In today’s fast-evolving financial landscape, the combination of financial planning and wealth management can be very powerful.
Hey Joe – You Gotta Will?
It's concerning how many UK families lack essential legal documents like wills and lasting powers of attorney (LPAs).
Financial Planning case study
Roger and Susan, a couple in their mid-50s, share a common goal: to secure a comfortable and worry-free retirement.
The Benefits of Collaborative Working
Simon is an experienced independent accountant with a broad range of clients, including high-net-worth individuals, business owners, and many people who simply have to provide Self
Powerful Lifetime Estate Planning Strategies Event in Bristol on 11 May
A must for individuals and families seeking to leave a legacy for their loved ones. Learn from our experts how you can maximise the legacy you leave to your beneficiaries.
Online Event – Estate Planning Strategies – March 16 at 9:45am
Moved online due to RMT industrial action this event will provide impactful strategies to help you maximise inheritance tax-efficiency as part of a wider estate planning strategy.
Meet Our Founder Matthew Steiner
Matthew is the key driver in establishing Aetas Partners. An avid networker, he specialises in creating strategic connections within the estate planning ecosystem.
Meet Our Collaborative Team
The entire Aetas Partners team is united by a shared, client-centric outlook, focusing on lifetime planning for each client, and succession planning for their loved ones and future