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.
Lifetime gifts to charity are important to many of our clients. Often gifts are made in cash, which normally enables the charity to reclaim gift aid, and higher and additional rate taxpayers to receive income tax relief, thereby benefiting both parties. However, many are unaware of the option of gifting investments instead (including quoted shares, unit trusts and open-ended investment companies or OEICs), which can achieve greater tax savings, as explained in our latest special briefing.
Read the full Special Briefing here
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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