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.
Looking to pass on wealth to your children while retaining some control? Family Investment Companies (FICs) can be a useful way to achieve these goals. In this article we consider the pros and cons of using FICs, and the tax benefits of doing so.
After spending a lifetime building your wealth, inheritance tax can cause a significant amount to be taken by the taxman. In this article we examine how IHT works and what steps families can take to reduce its impact.
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.
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.
No parent wants to pass on wealth to their children and watch them fritter it away. Here’s how to give your family the best chance in life while ensuring your wealth is protected for generations to come.
Our Client Advisers are a great sounding board for all your financial questions. Below we answer some of the most common questions they have been asked.
Is financial advice worth it?
After spending years successfully growing your wealth, you should take an equally keen interest in preserving it. As time passes, inflation eats away at the real value of your money. Investing is one way to try and mitigate the impact of inflation.
However choosing where to invest can be a difficult and time-consuming process. Many individuals instead use a wealth manager to help them invest their money, and implement a long-term plan for their finances.
Who needs financial advice?
Rothschild & Co works with many successful entrepreneurs, families and charities to preserve and growth their wealth.
We realise that everyone has different financial circumstances and goals, but we believe that a strong plan is the best way to achieve continued prosperity.
What advice does a wealth manager offer?
Our wealth management team can discuss investment opportunities with you and can act as a sounding board on a broader range of financial issues.
Whether your goal is providing an income in retirement, estate succession planning or navigating complex family issues, we can connect you with our network of experts around the world.
Chipmaker Nvidia has announced strong financial results. Alongside the rest of the ‘Magnificent Seven’ tech and AI stocks, it has been a key driver of the US market in recent times. But should investors now be worried about market concentration around these big names?
Japan’s stock market is performing strongly, but we are unconvinced about the country’s long-term attractiveness. We believe the recent bounce in the Nikkei index is a sentiment or momentum driven story, and not one that yet reflects better fundamentals.
Politics may well affect portfolios in 2024, but we know that the business cycle certainly will. In this Market Perspective, we examine the outlook for inflation, the case for and against investing in China, and whether stocks are currently being overvalued.