Just giving?
A look at how to put your donations to work
There are several steps you can take to ensure your charitable donations are used appropriately and make a real difference.
Your wealth
Expert views on wealth planning
Whatever the future holds, we’re here to help you achieve your goals when it comes to planning your wealth.
The value of investments can fall as well as rise. You may not get back what you originally invested.
Latest articles
Thinking about fraud
Cognition is key to combating fraud
In an age where technology can go a long way to protect us all from fraud, why do many scams still work?
Transferring your personal pensions
Should you consolidate?
We highlight a few things to consider before you consolidate your pensions.
All articles
Reducing Inheritance Tax
Using Business Property Relief to your tax advantage
Certain types of investment can reduce your Inheritance Tax bill beyond current thresholds. We explain how.
Inheritance and passing on wealth
How to prepare future generations for wealth
Making early plans for inheritance can provide significant reward.
Late-life entrepreneurs
Time to start on your own?
“I just didn’t want to work for someone else any more,” says Jane Kellock, one of a new breed of late-stage entrepreneurs.
Do you need an estate plan?
What’s an estate plan and is it right for you?
Loss of privacy, children and the size of your estate are some of the key considerations Anthony Ward discusses in this article.
Become a client
To become a Wealth Management client, you need to be a UK resident and have £500,000 or more to invest.
Call us on 0800 279 4893^ or leave us your details and we'll be in touch within two business days.
Already a client? Call us on 0800 376 7954*.