At Leaton Wealth, we believe that effective financial planning is the foundation for long-term security, growth, and peace of mind. Whether you’re building wealth, preparing for retirement, or protecting your family’s future, our tailored strategies are designed to help you make confident, tax-efficient decisions — today and for generations to come.
Our financial planners create bespoke solutions that integrate regular savings plans, lump-sum investments, and approved Belgian and Luxembourg-domiciled products that can offer both tax efficiency and potential inheritance tax (IHT) protection. For clients based in Southern Europe, we also advise on approved Spanish and Portuguese investment structures designed to optimise local tax advantages while preserving flexibility and control.
Beyond investments, we provide comprehensive advice in life insurance, critical illness cover (CIC), income protection, and estate planning — including wills, trusts, and powers of attorney. Our approach also includes tax planning and cash-flow forecasting, ensuring your financial decisions align with your long-term objectives and evolving lifestyle.
At Leaton Wealth, your plan is more than numbers — it’s a roadmap to financial independence, crafted with expertise, insight, and care.
Gain clarity on future finances with detailed, goal-based projections.
Invest strategically for growth with diversified portfolio solutions.
Tax-efficient, approved structures offering potential IHT protection.
Approved investment solutions designed for cross-border tax efficiency.
Protect loved ones and preserve wealth with flexible life solutions.
Safeguard your finances with protection against serious health events.
Ensure income continuity in case of illness or unforeseen loss of work.
Secure your legacy with comprehensive estate and legal planning.
