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The information in this area of the website is aimed at financial advisers, corporate service providers, wealth advisers, and legal and accountancy professionals. It is not intended for direct use by private investors or onward distribution to retail clients or the general public. Please visit our homepage for information and resources for private clients.

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UK

Independent wealth and tax planning service

Our independent wealth and tax planning service looks at your financial arrangements and tax position as a whole.

Starting with a fee-based strategic review your personal wealth planner will get to know your situation, identify any specific issues and recommend the changes needed to help you meet your long-term goals in the most tax-efficient manner. 

As our advisory service is independent, your personal wealth planner is free to consider any provider and all available options to ensure you have the best structure in place to meet your financial objectives.

We will also ensure our investment management services, and any we set up for you through external providers work seamlessly together towards your long-term prosperity.

   

Plan for your financial future with confidence

Arrange a no-obligation, complimentary consultation with an independent wealth planner.

Request a consultation

Complete wealth and tax planning advice focused on your priorities

Your independent wealth planning expert will build and maintain a long-standing relationship with you. They will regularly review your personal wealth plan and tax arrangements to make sure it will produce the results you want, taking account of any changes in tax and legislation, alongside your objectives and changing financial circumstances.

Working closely with you, your independent personal wealth manager will carefully consider:

  • Your existing savings and investments
  • Your current tax situation in relation to income tax, capital gains tax and inheritance tax
  • Your tax allowances to ensure you are making the most of your Capital Gains Tax (CGT) allowance, personal allowance, and annual gift exemption
  • Properties, including any holiday homes or investment properties
  • Your income, including bonuses, interest on investments and rent
  • Your other assets, including art and jewellery
  • The currencies and jurisdictions in which you’re invested
  • The jurisdiction where you are resident or domiciled
  • Your insurance arrangements.

We will also look into the future and allow for any money or assets you might inherit, your children’s or grandchildren’s education, your pension and long-term care provisions, and estate planning.

   

Our specialist wealth planning solutions

Retirement planning

Bespoke planning, pension advice and cash flow modelling to help you achieve the retirement you want.

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Inheritance tax services

Expert advice on how to mitigate IHT and effectively transfer wealth to the next generation.

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Long-term care planning

Holistic advice on achieving the right financial plan to see you comfortably through the rest of your life.

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Services for business owners

Specialist advice on business protection, retirement, employee benefits and the sale or flotation of a business.

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Keeping you informed

Spring Budget 2024: Budgeting for an election

Read our summary of the Spring budget, in which we examine how the Chancellor’s announcements may impact you.

Read more
Wealth planning: will you be able to afford rising care home costs?

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.

Read more

Wealth management updates

See all blog posts

Some of our wealth planning experts

If you would like to know how our independent wealth planners can help, please get in touch. We would be delighted to provide more details of our services.

Photo of Debbie Kay

Debbie Kay

Wealth Planning Director

Debbie provides high quality independent financial planning advice to high net worth individuals, families and trusts. She specialises in dealing with Private Office clients who typically have more complex affairs.This includes financial structuring, investment consulting, strategic asset allocation, appointment of discretionary investment managers, coordination of professional advisers, succession planning, philanthropy and charitable giving.


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Photo of Nero Patel

Nero Patel

Wealth Planning Director

I have worked in the financial services industry for over 20 years, experienced many changes in tax legislation and periods of market volatility. I still have the pleasure of looking after clients from when I first started my career by providing them with a personal service and excellent advice. Part of my role nowadays is to help train new entrants in becoming a wealth planner as well as sitting on committees to help drive strategic goals. I cover all areas of advice from investment management, tax planning, retirement and later life planning. I am highly qualified holding both the Chartered and Certified Financial Planner licences.


Photo of Simon Moore

Simon Moore

Wealth Planning Director

Simon is a Wealth Planning Director for Canaccord Genuity Wealth Management, providing bespoke wealth planning and portfolio management to high net worth individuals. He is a Chartered Financial Planner and member of the CGWM Advice and Solutions Committee.


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Find out more about our expert team

Plan for your financial future with confidence

Arrange a no-obligation, complimentary consultation with an independent wealth planner.

Request a consultation

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.

Thinking about changing your wealth manager?

Book a free service review to share your concerns and learn how much more we can-do for you and your long-term prosperity.

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How can we help?

If you would like to know how we can help with your investment management, wealth or financial planning needs, get in touch. We will be delighted to provide more details of our services.

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.