Please read our case study below

Keith and Irene’s Story

Keith and Irene

Keith and Irene were concerned about inheritance tax and the protection and preservation of their wealth for future generations. They wanted to ensure a safe transfer of assets and to build a lasting legacy for their children and grandchildren, giving them the financial freedom to achieve their own goals in life.

We provided a detailed analysis of their estate, tax position and the planning undertaken up until that point and talked about what was important to them. We then reviewed the options available and built a sensible, tax­-efficient strategy which provided all the reassurance they needed.

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Creating a Legacy for Future Generations

We also recommended and provided detailed guidance on regular gifting of surplus income which provided immediate inheritance tax benefits for them.

Finally, we worked with the family’s solicitors providing advice on appropriate investments for tax-efficient growth within trust-­based structures, ensuring the capital continued to grow for future generations.

Keith and Irene had worked hard to build up their funds and are now enjoying being in a position to help charitable organisations and have “a real sense of satisfaction and peace of mind”, knowing their children and grandchildren are provided for.

“Jamie has a very refreshing approach to financial planning. His firm is very professional and puts a great emphasis on understanding the client’s personal circumstances which is vital in the financial planning industry. I have no hesitation in recommending Jamie to clients.”

Stephanie Churchill, Director & Owner, Churchill Taxation

“Jamie and the team at Donald Wealth Management have provided me with financial peace of mind. They spent considerable time getting to know exactly what I wanted to achieve both now and in the future and then presented me with an easy to understand strategy plan that allows me to see how I accomplish all of my goals. Their expert advice has allowed me to stop worrying about my finances and make smarter decisions with my investments. I feel very confident that my financial position is being well looked after.”

Martyn Baylay, Captain, Ryanair

“Jamie is one of the leading financial planning experts in the UK, providing insightful and empowering financial planning and investment advice to his clients. He has been am excellent client of mine for several years, taking ideas on board and following through their implementation with ruthless efficiency and enthusiasm. He is innovative, thinks broadly but with a good eye for detail, is personable and a delight to work with.”

Tim Hale, Managing Director, Albion Strategic Consulting

“There are a few things I look for in an IFA / Wealth Manager – professional independence and integrity; project management skills; efficiency and humour / personality. Jamie has these qualities in vast amounts and his willingness to listen, learn and action what is required to grow his business sets him completely apart from the competition who are fighting yesterday’s battles using an old set of marketing tools. I look forward to working with Jamie to make him and Donald Wealth Management the success he deserves it to be.”

Stuart Walton, Director, Conspicuous CBM

“I have personally used Jamie and found his approach to be calming, practical and efficient. I have built my professional relationship with Jamie since that time and would not hesitate to refer my high net worth clients to him for expert, discreet and reliable advice. I have introduced him to colleagues who will also now refer work to Jamie and build their own links with his company. I will continue to use Jamie for my own personal circumstances, which I believe to be the best endorsement a person can give.”

Michelle S. Dean, Director, HCB Solicitors

“I first met Jamie at a BforB networking event earlier this year , Jamie was presenting to the room of business people about his company- Donald Asset Management. He has a wealth of knowledge and is very experienced in his field. I knew immediately that he was a very personable and extra kind person. He showed an interest in my journey with the County Air Ambulance Trust and in a short time he offered his assistance to help raise awareness of the charity. In my opinion Jamie has gone the extra mile in supporting me personally and the HELP Appeal. I am really looking forward to working with Jamie and continuing to make a difference to the charity and the patients it may benefit. Thank you Jamie.”

Lesley Knight, Fundraising Executive, County Air Ambulance Trust

“To say that we are happy with your forecast is an understatement; I am for once at a loss for words. Your companies handling of our investments have been astonishing and is a fine testament to your expertise, particularly as the wolrd’s financial institutions have been through a real roller coaster of a ride during the last few years.”

Brian and Christine Dean

“Dear Ian and Jamie, thank you for seeing me on monday afternoon. I would like to thank you both for looking after me. It is so much appreciated you give me peace of mind which to me is a miricle. Thank you.”

Christine Spencer

Multi-Award Winning Wealth Management

New Model Adviser 2015

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Moneyfacts award
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