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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.

The value of investments can fall as well as rise. You may not get back what you originally invested.

Latest articles

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.

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?

Should you transfer your personal pensions?

Transferring your personal pensions

Should you consolidate?

We highlight a few things to consider before you consolidate your pensions.

Seven steps to financial freedom

Ensure you can do what you want in life

Financial freedom is often described as peace of mind that your finances will allow you to do what you want in life. Whether this is knowing you’re progressing towards your personal goals or having confidence your money will last for your lifetime and allow you to leave a legacy.

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

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.

Planning for school fees

Financial advice to support your saving

When it comes to saving for private school fees, you can’t start planning soon enough.

Planning for retirement

Aubrey de Grey, Cambridge University geneticist, postulates that somebody alive today can expect to live to 1000 years old. His prediction may be extreme – but our lives are getting longer.

Become a client

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*.