Grow your wealth

Securing the future you want

Whether you want to grow your wealth for a retirement income or a legacy to pass on to future generations, we can help you set goals and achieve them.

How to grow your wealth

There are a few key things we’ll take into account to plan the growth of your wealth

  • Why do you want to grow your wealth? What do you want to achieve?
  • What income will you need in retirement? When will you need this for?
  • How much can you afford to invest?
  • What are your current investments? Are they on track?

Armed with this knowledge, we can then look at the two main aspects of retirement planning and tax-efficient investing.

Retirement planning

Retirement is a time to enjoy the world’s splendour, not worry about its volatility. Your Wealth Planner will help you set retirement goals with a range of pensions and other long-term vehicles.

Tax-efficient investing

Although your Wealth Planner can’t offer personal tax advice, they can assess the effect of tax on your wealth and provide tax-efficient wrappers for your investments, like Offshore Bonds, Enterprise Investment Schemes and Venture Capital Trusts. Please bear in mind that tax rules can change in future and their effects on you will depend on your individual circumstances.

Things to consider

The value of investments can fall as well as rise. You may get back less than you originally invested.

Other wealth planning goals

Protect your wealth

Providing control and security

We know the future can’t be predicted, but it can be protected. That’s exactly what we do for you, and your wealth, through our range of services.

Pass on your wealth

Securing your family’s future

Focusing on your future means thinking about the legacy you want to leave behind. We can help plan your estate to ensure your loved ones are secure, come what may.

Ready to talk?

To help us put you in touch with the right team and the right services, we have two questions to ask you.

Do you live in the UK?
Do you have £5 million or more in investable assets?
Do you have £500,000 or more in investable assets?

Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

*Opening hours: Monday to Friday, 09:00 to 17:00 (excluding UK bank holidays).

Calls to 0800 numbers are free if made from a UK landline and international calls are charged at local rate, mobile costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.

Request a call back

We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

Visit Smart Investor

Given your circumstances, our Private Bank team will be able to better help you.

Private Bank

Our Wealth Management services are only for UK residents, so our International Banking team will be able to better help you.

International Banking