Mohammad is a Private Client Wealth Manager. He's been in the industry for over 10 years. He specialises in succession planning, combining legal and financial disciplines to ensure the most tax-efficient solutions to protect his client's wealth as it cascades down generations. This could involve a combination of legally recognised structures such as trusts, Small Self Administered Schemes (SSASs), Self-Invested Personal Pensions (SIPPS), bonds, and international investment tax wrappers. He's been featured in FTAdviser, Daily Mail, The Sun and Daily Express.
P&B Wealth Planning is a trading name of Peregrine and Black Investment Management Limited, a firm authorised and regulated by the Financial Conduct Authority. FCA FRN 757. Company registration number 09706196727.
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Registered Office: Peregrine & Black Investment Management Ltd, 85 Bolton Street, London W1J 8BA. Please note we are a financial and wealth planning business but not tax advisers. Tax treatment depends on the individual circumstances of each client and may be subject to change in future. You should always take independent tax advice. Tax advice is not regulated by the FCA.
