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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Independent wealth and tax planning service for your clients

By working collaboratively with legal and accountancy professionals we help build and maintain our mutual clients’ comprehensive wealth plans.

We do this by providing an independent wealth and tax planning service which considers your clients’ financial arrangements and tax position as a whole.

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

As our advisory service is independent, a personal Wealth Planner is free to consider any provider and all available options to ensure the best structure is in place to meet your clients’ financial objectives.

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

   

Helping your clients plan for their financial future with confidence

To discover how your clients can benefit from our independent wealth and tax planning service contact an independent Wealth Planner here.

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Complete wealth and tax planning advice focused on your clients’ priorities

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

Working closely with your clients, an independent personal Wealth Manager will carefully consider:

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

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

  Our specialist wealth planning solutions

No matter how complex your clients’ finances or personal situation, we have the expertise and market-leading tools at our disposal to provide them with sophisticated and forward-thinking advice, tailored precisely to their needs.

Retirement planning

Bespoke planning, pension advice and cash flow modelling to achieve the retirement your clients want.

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Inheritance tax services

Careful and expert inheritance tax planning service to ensure your clients are able to pass on more of their wealth to the people and causes they choose.

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Long-term care planning

Helping your clients create a plan designed to maximise their income for care home fees, while maintaining capital tax-efficiently for inheritance purposes to see them comfortably through the rest of their life.

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Services for business owners

Our highly qualified wealth planning experts specialise in providing strategic and forward-thinking advice on business exit planning, business protection, tax mitigation, pension planning and retirement.

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Help your clients plan their future

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

Get in touch

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.

Keeping you and your clients informed

Making your money meaningful

We want you to achieve meaningful outcomes from your wealth – this is central to our wealth planning philosophy and leads us to the question: what is your money for?

Read more
Is cash flow modelling right for you?

How can cash flow modelling help you to make long-term financial choices with confidence? No matter what your circumstances, you will have essential costs, both certain and unexpected, to meet now and in years to come. Cash flow planning takes account of unknowns such as inflation rates, and makes assumptions, to help you look into the future.

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Are you up to date with the latest pension rule changes?

Pensions are among the most tax-efficient ways to invest for your future. But pension rules are complex – and the most recent changes in legislation have made them even more challenging. What do the new rules mean, and could you benefit from them?

Read more

See all blog posts

 

Want to know more?Get in touch

  

If you would like to know how our independent Wealth Planners, working collaboratively with legal and accountancy professionals, can help clients plan their financial future, please get in touch. We will be delighted to provide more details of our services.

Find out more about our independent wealth planning services.

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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.