Wealth Planning Flashcards
What are the fees for Killik Managed?
Wealth planning: 0.25% on first £1m – 0.2% over £1m. Stockbroking: 0.5% on first £1m and 0.45% thereafter.
What are the four main areas of financial planning?
IHT & Estate planning, retirement planning, tax-efficient investing, financial protection, lifetime cashflow forecasting.
Who are the heads of planning?
Shaun Robson and Will Stevens.
Who are the heads of investment managers?
Julian Chester and James Dunn.
Who are the members of the wealth planning team?
Jonathan Drych, Simon Bowyer, Ben Hyland, Rob Hughes
Who are the members of the financial planning team?
Bronwen Horton, Olivia Fantoni, Will Broadhead, Oliver Cooper, Bethany Howard.
What is the key requirement of the wealth planner?
Chartered status.
What are the fees for specialist advice on complex pensions?
1.5% subject to a minimum of £3,750.
What are the fees on external assets?
0.5% on first £1m and 0.45% thereafter.
Do we offer annual planning check-ups?
No!
What are the fees for Killik Complete?
1.75% for first £1 million down to 1.5% thereafter (VAT included).
What is the minimum investment for Killik Complete?
£500,000.
What are the three main services included in Killik Complete?
Tax & Trustee Services (Wills, POAs, Trusts, Executorships), Investment Management (MIS), Wealth Planning.
