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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.

Latest articles

7 steps to make your pension more tax efficient

Anthony Ward from our Wealth Planning team shares his views on how to ensure your pensions are tax efficient.

Fraud prevention

Financial scams take many forms

Our fraud prevention team alerts you about new scams so you can take action to avoid them.

Living lagom

Boosting happiness with the Swedish art of ‘just the right amount’

Financial security rather than possessions may be the real route to happiness.

The value of investments can fall as well as rise. You may get back less than you originally invested. Tax rules can change in future. Their effects on you will depend on your individual circumstances.

More articles

Reducing your inheritance tax bill

10 steps to protect your assets

Given that inheritance tax is charged at 40%, your estate will be hit with a hefty bill if you don’t take steps to protect your assets. We’ve outlined ten steps to help you organise your estate for your loved ones.

Your children and the property ladder

How to help and hot spots

We look at how you can support your children buying their first home, and the hot spots they may want to consider to achieve a balance between affordability, opportunity and lifestyle.

Planning your business exit

How to get the most value from your business

Entrepreneurs only get one chance to extract value from their business, so it’s important to make it count. Taking a close look at your motivation, the details of your business and likely buyers can help you plan a successful exit.

Structuring your wealth tax efficiently

Getting help to achieve your goals

Our recent client survey showed that the task clients most value our support with is personalised advice on structuring their wealth. Anthony Ward, from our Wealth Planning team, looks at how we help clients structure their wealth tax efficiently to achieve their individual goals.

The value of investments can fall as well as rise. You may get back less than you originally invested. Tax rules can change in future. Their effects on you will depend on your individual circumstances.

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