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Advice & planning

We have no sales targets and we have no product. As a result of that, we can provide our clients with truly independent, objective advice."

Client Adviser Ben Harrison

Access to the right advice

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.

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.

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Insights

  • 'Greedflation'

    Strategy 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

    Strategy 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

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