Our Services
Children’s Savings
What better way of looking to the future than setting up a saving’s account for your children. It gives them an understanding of money, it keeps that money safe and it allows them to see that money grow.
Our children are undoubtedly our future, it’s never too early to set them on the right financial path and at Sirius we can help.
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Trust Planning
One of the most tax efficient ways of passing assets on to family members is by putting them in to trust. This can be a complicated and convoluted process but when it’s done properly, but professionals such as the team here at Sirius, then it can work incredibly well.
If you’re in that position then it’s worth considering and it’s worth talking to us.
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Life Assurance
Unlike ‘life insurance’, ‘life assurance’ is designed to offer a more complete, whole of life cover that’s designed to look after your loved ones financially when you’re gone.
The team at Sirius are hugely experienced at life assurance work and can design bespoke packages that are perfect for providing for your family when you’re no longer there to.
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IHT planning
The key to successful financial planning is about looking to the future and inheritance tax is at the very heart of that.
Here at Sirius we’re specialists in this sector and can help you make sure that when the day comes, you’re able to pass on as much of your estate as possible … after all you earned it.
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Individual Savings Accounts
ISAs are one of the most tax efficient ways of saving in the UK today. They allow anyone over the age of 16 to invest £20,000 each year without having to pay tax on either the investment itself or the interest that’s earned.
At Sirius we’re hugely experienced in the arrangement of all aspects of ISAs from cash, stocks and shares ISAs to innovative Finance and Lifetime ISAs.
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