Aetas Partners
Introducing a new family office service designed for you
Aetas Partners helps you enjoy what you have now, while providing the security and reassurance you need to pass on your wealth in the way you want. Whether this is leaving assets to your loved ones and the next generations, or supporting your preferred charities or good causes. The choice is yours.
We want to help you make the most of your time and leave you feeling confident and reassured that your estate planning is in the hands of experts.
In addition to regulated financial advice, we also provide you with access to professionals who will take the time to fully understand your needs and who will be proactive in growing and protecting your wealth, now and for the future.
Our main services include:
We provide support for:
You
As a client of Aetas Partners, you will benefit from:
- A team who takes the time to get to know you as an individual
- Our holistic ‘best practice’ planning approach, tailored to your needs
- Wealth management and estate planning expertise from professionals you can trust
- Curated planning that embraces your needs now and adapts to changes in circumstances in the future
- Access to an exclusive professional network who will be proactive in growing and protecting your wealth, now and for the future
- Services for overseas clients (UK Domiciled – non UK residents)
Your family
As a client of Aetas Partners, your family will benefit from:
- A team who takes the time to get to know your wider family
- Our family-centric approach to estate and inheritance tax planning
- Our holistic ‘best practice’ planning approach, tailored to your family’s needs now and in the future
- Our expertise in wealth management and estate planning
- Access to an exclusive professional network who will be proactive in growing and protecting your wealth, now and for the future
- We provide support for families requiring a family office
Your business
As a client of Aetas Partners, your business will benefit from:
- A team who takes the time to get to know you as an individual and to understand your business
- We work with experts in wealth management and estate planning who you can trust
- High quality, relevant advice from experts
- Our holistic ‘best practice’ planning approach, tailored to your needs
- Long-term planning for you and your business (with a focus on your loved ones/family and beneficiaries)
- Access to an exclusive professional network who will be proactive in growing and protecting your wealth, now and for the future
Supporting you with major life events
Many clients find it helpful to speak with us when a major life event occurs, but it can be equally useful to speak with us if your circumstances have changed, or if some time has passed since you last looked at your financial affairs in detail.
Please contact us if you would like to receive a no obligation Wealth Health check from Aetas Partners, so that we can work with you to ensure you and your family are provided for in accordance with your wishes.
Find out more
Download a copy of our brochure to find out more:
Assisting you when it really matters
For all of us, there comes a time when we need assistance in critical areas of our life. Below are some examples of significant life events that may prompt you to get in touch with us, along with a sample of the range of Aetas Partners Services available to support you with navigating these changes:
Significant Life Events
- Marriage
- Inheritance
- Sale of a business
- Death in the family
- Divorce
Advice Types
- Legal
- Will writing
- Accounting
- Tax planning
- Retirement planning
- Legacy planning
Investment Types
- EIS
- IHT
- SEIS
- Pension
- Property