Our Services
1
Defined & Safeguarded Benefits
With our wealth of expertise and proven track record, we excel in aiding partners with Defined Benefit and Safeguarded Benefit transfer recommendations. Navigating this intricate process requires a thorough approach, and we pride ourselves on delivering a comprehensive service tailored to guide you seamlessly through every facet of the process.
2
Retirement Planning
Our scope extends across all realms of retirement planning, encompassing even the most intricate products like SIPPs and SSASs. Whether you seek guidance on new business cases, transfers, drawdown strategies, or annuity recommendations, we stand ready to provide expert assistance every step of the way.
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3
Investment Planning
Our expertise spans across a comprehensive array of onshore and offshore product wrappers, alongside specialised solutions such as Discretionary Fund Manager cases. Whether you're navigating the intricacies of onshore or offshore investments, we provide tailored guidance to meet your clients needs and objectives.
4
Venture Capital Trusts & Enterprise Investment Schemes
We can support you on higher-risk recommendations, particularly VCT (Venture Capital Trust) and EIS (Enterprise Investment Scheme) investments, leveraging our expertise to navigate the complexities of these specialised investment avenues.
5
Inheritance Tax Planning
We excel in crafting comprehensive plans for clients transitioning into wealth preservation and focusing on inter-generational wealth planning. Our services encompass tailored strategies leveraging Trust recommendations, as well as Whole of Life and ITS solutions. With our expertise, we will help you ensure your client's wealth protection journey is aligned with their long-term objectives and aspirations for future generations.
6
Ongoing Advice
Arguably one of the most critical aspects of the advisory cycle is the review of your client's plans. At Fusion Paraplanning, we understand that communication and documentation preferences vary among different advisers. That's why we offer a unique approach, tailored to suit your specific preferences for communication and documentation. We collaborate closely with you to customise a format that aligns seamlessly with the Advice Framework while also ensuring it remains engaging and informative for both you and your clients.
7
Protection Planning
This includes recommendations for both personal and corporate clients. Whether it's researching and sourcing an appropriate provider, calculating an optimal level of cover, or crafting a comprehensive recommendation to address any shortfalls, we're here to support you every step of the way. Our goal is to ensure that both you and your clients feel confident and secure in their protection decisions.
8
Analysis
We recognise that before committing to further outsourcing instructions, thorough analytical work may be necessary. That's why we're pleased to offer a comprehensive range of analytical solutions to meet your needs. From Capital Gains Tax calculations to Inheritance Tax calculations, Annual Allowance calculations, and standalone CYC calculations, our services are designed to support you at every stage. This list is just the beginning— we're here to provide the analytical support you require, ensuring informed decision-making and peace of mind.
9
Voyant & Cashflow Forecasting
Do you use Voyant with your clients? Do you need bespoke Excel models made for your clients? If you're seeking expertise in leveraging Voyant and Excel to its fullest potential, you've found the right partner. We offer comprehensive services tailored to your needs, including creating Voyant reports, updating existing ones, providing personalised 1:1 training on the system, and assisting you in presenting forecasts to your clients.