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Wealth creation and protection

At Seneca Reid we can handle:

• Legacy creation (Trust Funds)
• Critical illness benefit
• Wills*
• Inheritance tax mitigation
• Income protection
• Life assurance/family protection
• Private medical insurance

The creative use of trusts and will writing can help mitigate against inheritance tax, as well as the provision of legacies and trust funds. This allows the release of capital to enhance income in retirement without reducing/damaging your children's inheritance. Income and capital is made available in times of adversity which in short will preserve your quality of life.

* Will writing is by introduction to Charter Wills and is not part of the Openwork offering and is offered in our own right. Openwork Limited accept no responsibility for this aspect of our business.

Will Writing is not regulated by the Financial Services Authority.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Seneca Reid Ltd is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Services Authority.

The information on this website is for the use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.

Openwork Limited offers insurance and investment advice on products from a limited number of product providers and advice on mortgages representative of the whole market.