Personal Planning
Planning for the future—whether for yourself, your family, or your business—requires a clear strategy and expert guidance. At Aetas, we provide tailored support across financial planning, estate planning, and business planning to help you secure long-term financial stability and peace of mind.
From managing investments and optimising tax efficiency to protecting your estate and planning for succession, we ensure every aspect of your wealth is structured to meet your goals. Whether you’re looking to build financial security, safeguard your family’s future, or navigate complex business decisions, our personalised approach keeps your plans up to date and aligned with what matters most to you.
Services for Personal Planning
Cash Flow Planning
Gain clarity and confidence with forward-looking cash flow modelling for life and legacy.
Director and Owner Advisory
Bespoke investment solutions focused on preservation, growth, and your family’s long-term objectives.
Estate Planning & Inheritance Tax
Protect generational wealth and minimise IHT with tailored, forward-thinking estate planning strategies.
Financial Planning
Strategic, personalised financial planning designed to evolve with your life, goals, and legacy.
Mortgages
Independent mortgage advice for high-value, complex, or multi-asset borrowing requirements.
Pensions & Retirement Planning
Plan for a secure, flexible retirement with structured pension strategies and expert guidance.
Protection Planning
Safeguard your family and finances with intelligent, tax-efficient protection aligned to long-term goals.
Wealth & Investment Management
Bespoke investment solutions focused on preservation, growth, and your family’s long-term objectives.
Case Studies
Thoughtful solutions for complex lives. Explore how we’ve helped clients navigate succession, tax, and long-term planning with clarity and care.
Architects & Surveyors
Explore how we supported a principal architect in aligning business strategy with personal and family planning.
Construction & Property
Discover how a developer structured their affairs for growth, inheritance planning, and long-term asset protection.
Creative
Follow the journey of a creative founder navigating irregular income and future-proofing their financial legacy.
Engineering and Manufacturing
See how we helped an engineering business protect wealth, plan succession, and unlock valuable tax efficiencies.
Logistics
Learn how a logistics firm owner planned for exit, optimised tax, and secured intergenerational wealth transfer.
Other Industries
Read how we helped a business owner with complex needs align personal, business, and estate planning goals.