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Financial Planning

Changes in circumstances

Whether you’re boldly striking out in a new direction or reacting to one forced upon you, we’re here with you when life shifts and it’s time for a review.

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Change in Circumstances

Unfamiliar times, financial resilience

A career change, marriage, divorce, the birth of a child, the sale of a business or the start of retirement – every major life event carries a significant financial impact but also an opportunity.

  • New career? Time to adjust what you budget, save and invest in line with your new income.
  • New baby? Time to review the emergency funds, life or health insurance available to draw on in challenging times.
  • Making the move abroad, or repatriating to the UK? Time to consider the cross-border implications of your exciting move.

Whatever’s new for you, a Titan Wealth Planner will help you work through the implications and update your financial plan to ensure it continues to meet all your short-term needs and long-term goals.

Hear from our Planners

Neil, one of our Planners, shares some of the areas he likes to talk about when his clients experience a change in their circumstances.

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Things to think about

We understand that a significant change in circumstances can be daunting, however working with your financial planner not only provides peace of mind but enables you to navigate life’s changes with confidence.

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Investment planning on receipt of a lump sum

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How best to manage your assets following a divorce

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Protection for personal injury

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Tax efficiency of investments

Change in Circumstances

Repatriating to the UK?

Returning to the UK after living abroad can be challenging. The process can be overwhelming with complex tax laws, residence and domicile issues, and capital gains tax for expats. Our specialist Planners can guide you on split-year treatment, residency rules and tax treaties and help you understand how to manage taxes if you reside in more than one country. To find out how we can help make your repatriation to the UK as smooth and stress-free as possible. Speak to one of our Planners to find out more

By clicking this link you will be directed away from the Titan Wealth website to the Titan Wealth International website.

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Make an enquiry

As your circumstances change, your financial planner will be on hand to help you navigate through it. Contact us to see how we can help.

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