We work with a broad range of high net worth individuals with complex financial affairs, who often have little time to spare. Here are just some of the specialist areas we work within.
Our experts work to invest your assets in the right way to help you achieve your financial goals.
For parents, grandparents and other family members alike, providing younger generations with a private education and a university degree is a common objective.
The average private school fees are now around c£16,700 per annum (Independent School Council 2017), and often higher, and continue to grow ahead of inflation. University tuition fees are up to £9,250 per annum, with living expenses on top.
The cost of a first-class education can therefore be a considerable and long-term financial commitment, particularly for larger families. While some may be able to simply meet the costs from ongoing earnings and income, planning ahead can be crucial, and there are a number of tax-efficient planning opportunities all should consider.
If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.
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