Frequently Asked Questions

At Brookfield we work with many different types of people but typically you’ll fall in to one of the following categories:

Professionals, Business Owners and individuals with young families

I have just sold my business. How do I invest tax efficiently and protect this nested for the long term?
We want to make sure that our children get the best education possible. What’s the most tax effective way of funding their school and university costs?
We’ve fallen in love with a property abroad and want it to be our holiday home – what is the best way to go about buying it?
I want to make sure that the family will be looked after if I get ill or worse. What’s the best way to do this?
I want to retire at a decent age and enjoy a nice lifestyle. What do I need to do?
I want to protect my eventual estate against Inheritance Tax. What is the best way to do this?

During the course of my career I’ve managed to accumulate an assortment of pensions, policies and investments that are scattered all over the place. Can we organise this better so that I know exactly what my financial position will be when I retire?
I’ve worked hard all of my life to provide for my children. How do I protect this in case they should ever get divorced?
How can I use my assets to give me an income during retirement?

I would like to put some funds aside to help my grandchildren onto the property ladder when they are older, but what’s the best way to do this?
I want to pass on my estate in the most tax efficient way. How should this be structured?
Should I be using Trusts to protect my assets?