Portcullis Wealth Retention Ltd; the home of wealth protection, preservation and the creation of family legacies, for the financially astute.
Tailored Estate Planning
James Caviel is a member of the Society of Will Writers (MSWW) by examination and having been an Independent Financial Adviser for over 30 years he has a wealth of experience of providing tailored solutions to life’s financial and estate planning conundrums.
As an IFA James currently works for Hoyl Capital Wealth a trading style of Hoyl Independent Advisers Ltd and provides regulated independent financial planning advice on the following;
❖ Pensions, Investments & Protection
❖ Mortgages and Equity Release advice is provided by colleagues within Hoyl’s advisory staff.
If you are seeking advice on any of the above FCA regulated activities, please click on this HOYL Capital Wealth and you will be redirected to the correct website for Independent Financial Advice.
Portcullis Wealth Retention Ltd is not connected to Hoyl Independent Advisers and doesn’t provide regulated advice.
Portcullis Wealth Retention is a business which takes instructions to;
❖ Create Wills and Family Controlled Trust Frameworks
❖ Create and register a Lasting Power of Attorney
❖ Help you complete the HMRC and HMCTS forms to make a successful application for a Grant of Probate or Letters of Administration (in England and Wales)
❖ Give you guidance and help to wind-up an Estate according to the wishes of the deceased, including distribution by the Executors
❖ Help with general tax planning, including submitting self-assessment tax returns for private individuals