We're an experienced guide for many successful families. We act as a sounding board across their financial affairs, beyond their investment portfolios. Our extensive network of global experts, together with our Client Advisers, are here to ensure you have access to the best wealth management advice.
Advice & planning
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Creating a multigenerational plan
You might find it helpful to use our wealth framework to divide your wealth into different 'pots', each with a range of objectives driven by accessibility, target returns and risk tolerance.
Planning for prosperity
Everyone’s personal finances are different, but the benefit of a strong financial plan is universal. Read the articles below to learn more.
Business Asset Disposal Relief (BADR), formerly Entrepreneurs’ Relief, is a tax break that can give owners of private companies a tax saving worth up to £100,000. To claim the relief you must meet strict ownership criteria and prepare your finances in advance.
The tax implications of selling an asset are often overlooked, and this can leave investors with an unwanted and unnecessary capital gains tax (CGT) liability. In this article we examine who pays CGT, the allowances available to investors and some useful ways to minimise liability.