Wealth Management Insights

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

  • How much money do I need to retire?


    No two retirement plans look the same, but making sure you have enough money to achieve your goals is key. Use cashflow forecasting to plan for the future, ensure you can enjoy your golden years, and take steps to preserving your wealth.

    Paul Lanigan

  • The next mood shift

    Market Perspective

    In this edition of Market Perspective we consider whether investors should be worried about rising levels of US government debt. We also examine the outlook for global inflation and how this could impact central banks’ upcoming interest rate decisions.

    Kevin Gardiner, Victor Balfour, Anthony Abrahamian

  • Abolishing 'non-dom' status - what you need to know


    The existing ‘non-dom’ tax regime will be abolished in April 2025. The impact on your finances depends on your existing status and how long you have held it, but non-doms should be reviewing their position now and forming a strategy for the future.

    David Kilshaw

  • Understanding sustainability risks and opportunities


    Investing is not just about choosing companies that we expect to achieve success in the short term. It’s important to find businesses which can adapt to a changing world and are part of shaping the future. In this article we explore the risks and opportunities they face.

    Daniel Drain

  • Should I form a trust?


    Trusts can be an effective way to provide for your family while retaining control, but you must balance the advantages against the administrative and financial costs. In this article we examine the pros and cons of setting up a trust, and potential pitfalls to avoid.

    David Kilshaw

  • Are oil prices pushing inflation higher?

    Strategy Blog

    Oil prices are up by a fifth since January, but should we be worried this will sustain higher inflation? We consider how demand may be firming up as the depressed manufacturing sector picks up, and the impact that could have on demand for raw inputs like oil.

    Victor Balfour

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