Kalp Shah
09/03/2018
Kalp is a Senior Adviser with Vintage Wealth and has been providing financial advice for more than 30 years. He takes a holistic approach to wealth management and his experience includes, but is not limited to: investments, retirement planning, employee benefits, insurance, protection and mortgages.
In his current role, Kalp is focused on helping both individual and corporate clients with tax planning, pensions, investments, equity release and long-term care.
RECENT POSTS
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Good to talk: Opening up on the tricky topic of family inheritance16/11/2023 -
Fair share: Prioritising pensions during a divorce31/10/2023 -
Right first time: Three routes into home ownership12/10/2023 -
Rising interest: Turning attention to cash strategies in wake of rate hikes28/09/2023 -
Legacy planning in the face of rising inheritance tax liabilities14/09/2023