Staffords specialises in helping you to build a tailored plan to manage your financial affairs. Our plans commonly include Wealth Management and Protection, Estate Planning, and Succession Planning.
Give yourself peace of mind with a personalised retirement plan. Staffords specialises in solutions that protect your assets, allowing you to enjoy your retirement and provide for future generations.
Wealth creation and wealth protection are very different concepts, requiring a different set of skills. If you have recently sold a farm or business, it can be daunting to know what to do next! We can help you protect your capital for retirement or succession.
Estate Planning Strategies
Estate planning helps you to provide for the future of your loved ones and ensures your assets are preserved for future generations, according to your wishes.
We have a wealth of knowledge and experience in succession planning, especially in agribusiness. The old adage, ‘Failing to plan is planning to fail,’ is still true in the 2020s; we provide the mechanisms to ensure that you don’t have to worry.
Charitable Investment Programme
The Gift Trust offers a flexible, simple, tax-smart service to help you meet your charitable giving goals. Staffords provides an initial consultation to discuss how it works and see if The Gift Trust is right for you.