IT S ALL ABOUT YOU. Our strength lies in the breadth and depth of experience we can call on in-house.

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1 Company Insight

2 IT S ALL ABOUT YOU Insight, inspiration, vision - luck. Many things need to line up for you to enjoy success. We can guide you, so you make the right financial decisions, to allow you to enjoy the fruits of your labour. We hope you ll let us join you on your journey to help realise your dreams. Being fully independent, we are able to select the best solutions available for our clients. We aim to build enduring relationships, based on mutual benefit and trust, so your prosperity means as much to us, as it does to you. Our strength lies in the breadth and depth of experience we can call on in-house. Our Team Ethos When you choose to work with us, you ll benefit from a rich source of knowledge, experience, perspective and ideas. We have developed a strong collaborative team culture, where everyone is focussed on the task at hand and is happy to go the extra mile, often exceeding client expectations. Our approach is based on a careful consideration of your personal needs and developing strategies that are as individual as you. At Legacy Wealth we put you first. Keith Liggett Managing Director 3

3 Knowing is not enough. We must apply. Willing is not enough. We must do. Johann Wolfgang von Goeth 4 5

4 PERSONAL FINANCIAL PLANNING Using the latest technology, we aim to show you what your future might look like - and what you can do about it. We place great emphasis on discussing and analysing your needs. Everyone has their own unique combination of concerns and ambitions. What is right for someone else probably won t be right for you. All of our services are bespoke, meaning our advice is specifically tailored to meeting your needs. WEALTH MANAGEMENT Based on your attitude to risk we manage your investments and minimise your tax liabilities, providing maximum flexibility to help you achieve your objectives. Every investment is rigorously analysed for suitability and we regularly monitor market performance to ensure your expectations are met. We can adapt as and when your circumstances change. No two investment strategies are the same and we will design a strategy to meet your individual ambitions. 6 7

5 INHERITANCE TAX PLANNING We have our own dedicated team specialising in this complex and often difficult to grasp subject. Working closely with many of the top legal and accountancy practices in Northern Ireland, we provide a fully inclusive service, helping minimise your exposure to tax liabilities. We will speak to you in plain English and guide you through all the jargon, advising the best course of action to help protect your assets for future generations. ADVISORY SERVICES TO TRUSTEES As a trustee you will have special requirements to fulfil your legal obligations. We pride ourselves in our extensive experience in this complex field, offering essential specialist advice. Recent legislative changes have highlighted the need for professional advice. Our experience will help guide and reassure you, in what can become a minefield of legal jargon and procedure. 8 9

6 EMPLOYEE BENEFITS Effectively managing and promoting the services and benefits provided for employees, should be central to your strategy for recruiting and retaining staff. Our corporate benefits team have an extensive and successful track record of working with many of the Province s largest companies. Whatever your needs, we can help you design, monitor, update and review your benefits program, for optimum results

7 RETIREMENT SOLUTIONS Whether you are about to retire, planning for retirement or just considering your options, our advisors will carefully guide you through the retirement maze in a clear and straightforward manner. We will ensure that your retirement plans meet your needs and expectations, along with those of your partner and family. If you wish to have a deeper level of involvement, we have a specialist team dealing with more complex pension arrangements. These may be suited to companies, Directors and individuals and we will be able to advise on the most tax efficient and profitable strategies

8 EXPERTISE YOU CAN TURN TO Keith Liggett Managing Director As Managing Director, Keith determines, formulates and reviews company strategy to guide the business into the future with planned growth. He is responsible for ensuring that the overall company goal is achieved. In addition Keith specialises in advising clients on complex Inheritance Tax and trust work. He was one of the first Chartered Financial Planners in Northern Ireland and he also currently sits on the Society of Trust and Estate Practitioners (STEP) committee. In developing the company, Keith has built up strong working relationships with many of the provinces leading solicitors and accountants. Dermot Cleere Director Head of our Commercial Team, Dermot has forged an enviable reputation built on experience working with many of NI s leading companies. His hands on approach and invaluable expertise running a wide range of schemes means peace of mind comes as standard for owners and managers alike. Gillian Rea Operations Director Gillian heads up our operations team and is responsible for all aspects of operational management including finance, company strategy, IT, people and compliance. She is an accomplished operator with a wealth of experience gained from working with a number of high profile firms both in the UK and Australia. 14

9 Designed & produced by icon ~ Legacy Wealth Limited Penthouse Suite, Quay Gate House, 15 Scrabo Street, Belfast BT5 4BD T F Legacy Wealth is authorised & regulated by the Financial Conduct Authority