Wealth Management Insights

The big ideas and important details behind our approach to preserving your wealth for the long term.

  • Economic crisis and resolution

    Market Perspective

    With elections in the US and UK on the horizon, plus the risk of recession, there are many reasons for investors to stay out of the market. But by waiting to board the train, do investors risk missing it altogether?

    Kevin Gardiner, Victor Balfour, Anthony Abrahamian

  • Minimsing the effect of inheritance tax

    Insights

    After spending a lifetime successfully building your wealth, inheritance tax (IHT) can cause a significant amount to be taken by the taxman. In this article we examine how IHT works, the tax rates charged and what steps families can take to reduce its impact.

    David Kilshaw

  • Finding a mortgage with complex income

    Insights

    Taking out a mortgage on the high street may be difficult if you have complex income, here’s how our specialist lenders can help you.

    Ros Harper

  • 'Greedflation'

    Blog

    Many companies have increased their prices recently, but have they raised them more than is 'fair'? In this blog we examine whether firms are using inflation as an excuse to boost their profit margins.

    Anthony Abrahamian

  • Reducing the impact of capital gains tax

    Insights

    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.

    David Kilshaw

  • Global supply chains

    Blog

    In this Strategy blog, we take a look at the concept of 'secular stagnation' and its impact on economic growth and living standards.

    Anthony Abrahamian