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- Transfer Child Trust Funds To Junior ISAs
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Case studies
Events
Insights
- Budget 2023: Goodbye lifetime allowance
- Financial Wellbeing and Women: Seeing the big picture
- Tax Allowances: Use Them or Lose Them
- Financial Wellbeing Report 2022: Anxiety Abounds as Uncertainty Takes its Toll
- Podcast : Bringing your partner in the financial planning conversation
- Podcast: Female financial planning and levelling up
- Quarterly Investment Briefing – May 2022
- War and inflation – why we recommend sitting tight
- Accountants more worried about general wellbeing compared to other city professions
- Investment Bulletin – Responsible Investing: Review and Outlook
- Why don’t we invest in Bitcoin?
- Financial Wellbeing in 2021 – Family, Tax and Inflation
- Our Asset Allocation Journey through the Coronavirus pandemic
- Should you act now to ensure you can access your pensions sooner rather than later?
- China and Asia Equity Market Update
- ‘Live For The Now’ Cashflow Planning
- The Ostrich, the Antelope and the Tiger
- Protected: Family, Tax and Inflation – Financial Wellbeing in 2021
- Summary – Government Changes to Taxation Webinar: How the changes could impact you?
- How the Government changes to taxation could impact you
- Planning for the future: Will you be able to retire if you sell your business?
- Quarterly Investment Briefing – April 2021
- Make the most out of your Capital Gains Tax allowance
- Asset Allocation Journey: 2018-2020
- Financial Wellbeing and Women – Closing the Advice Gap
- Investment Bulletin: UK Commercial Property Sector: Under the Microscope
- Financial Wellbeing: in an Age of Responsibility
- “You make most of your money in a bear market, you just don’t realise it at the time”
- Passing on Wealth: Motivations, Emotions and Challenges
- On your child’s engagement – Tax and Legal Considerations
- Can you afford to retire? Cash flow planning could be the answer
- Investment Review of 2018 and Thoughts for 2019
- Tax-Efficient Investing for High Earners
- Who wants to be an ISA millionaire?
- Brexit: What’s next?
- Autumn Budget: Personal Finance Considerations
- What is the best way to pass on your wealth to your children?
- Brexit: Positioning your portfolio
- Time is the ‘stone in the shoe’ hindering financial wellbeing for High Net Worth individuals
- Financial Wellbeing: more than just pounds and pence (Download)
- Saunderson House Performance Bulletin – Q2 2018
- Investing surplus cash: buy-to-let property or investment portfolio?
- Potential removal of higher and additional rate pension tax relief?
- UK exit planning: tax areas to consider
- How to: Tax efficiently Gift to Charities (Video)
- Gifting to charity tax efficiently (Special Briefing)
- Improving Financial Wellness at the Bar
- Blog: Becoming a Non-Executive Director – a significant financial moment
- Market Horizon 4: Longer Term Headwinds
- Market Horizon 1: Is Growth Priced In?
- Have you set up a Lasting Power of Attorney (LPA)?
- A Financial View of Non-Executive Directors
- The End of Easy Money – Where Next for Inflation and Interest Rates?
- Trade Wars: A Possible Concern for Investors?
- Saunderson House Performance Bulletin – Q1 2018
- School and University Fees: Planning Ahead
- Investment Bulletin: Trimming the Sails
- Planning for the end of tax year and beyond
- Saunderson House Performance Bulletin – Q4 2017
- Introducing the new Lifetime ISA
- Investment Bulletin – Withdrawal Symptoms
- The power of compound growth – your future, your children’s future
- Junior Barristers: financial planning considerations
- Bitcoin – beware
- Carillion – a tick for active managers?
- 2018 – Promising prospects but what could catch investors out?
- Checklist: From One Year End to Another: Navigating the End of 2017/18
- Video: From One Year End to Another: Navigating the End of 2017/18
- Bitcoin: The New Frontier or the Next Bubble?
- Video: Politics & investment markets – longer-term considerations
- Things to look out for in 2018
- What does 2018 hold for investment markets?
- Personal financial planning – looking into 2018
- Occupational Life Insurance and the £1m Pensions Lifetime Allowance
- What alternative investments to pensions are there?
- Tailwinds into 2018
- Investment markets – looking back at 2017
- Saunderson House Performance Bulletin – Q3 2017
- The health benefits of being active – how to identify outperforming funds
- Considerations for Lawyers – transition to partner
- Considerations for Lawyers – middle career stage
- Compliance considerations for accountants
- Considerations for Lawyers – approaching retirement
- Financial planning considerations for Barristers
- What should Junior Barristers consider in terms of insurance?
- Paving the way to success
- How concerned should we be about North Korea?
- Market update
- Lucky Generals pt II
- Saunderson House Performance Bulletin – Q2 2017
- The cost of education – financial planning for their future
- Strong markets with a touch of scepticism
- Hung parliament: Impact on personal finance
- Markets 2017: Half-time report
- May’s miscalculation and market response
- Hung Parliament: What’s Next?
- ETFs – why the hype?
- Economic data – hard vs soft
- A brighter outlook for the Land of the Rising Sun
- Short-term view – investor overoptimism?
- Long-term view – the impact of globalisation & technology
- Trump’s first 100 days
- Japan – sun rising for investors?
- Saunderson House Performance Bulletin – Q4 2016
- Challenge Accepted – Our Approach to Selecting Active Funds
- Reflation – as good as it sounds?
- European outlook – sunny but with a risk of showers
- UK growth – a spring in the step of investors?
- US economy – full steam ahead! Should we be buying US equities?
- Key points from the Spring Budget 2017
- Ben Williams on hidden gem funds
- Saunderson House Performance Bulletin – Q1 2017
- Your tax year end checklist
- Beneath the surface: opportunities in equity markets
- Caution – Risks ahead!
- Dow 20,000 – Looking beyond the hype
- Will interest rates rise in 2017?
- Chris Coomber advises on managing financial stress at the Bar
- 2017’s Lucky Generals
- What’s your priority for 2017?
- What might catch investors out in 2017?
- Will inflation be an issue in 2017?
- 2017 – Global Economic Outlook
- 2016 – An Extraordinary Year for Investors
- Financial Planning Expertise for Barristers
- 2017 – Preview
- New World Order – Uncertainty and Opportunity
- Mark Everitt shares his top tips for polishing personal finances
Latest news
- Guide To Capital Gains Tax For High Earners
- Podcast: Financial Priorities for Junior Barristers – Part 2
- Podcast: Financial Priorities for Junior Barristers
- Low tax, and spend: a radical gamble
- House Talk: Episode 5
- House Talk: Episode 4
- Notes on the Spring Statement 2022
- How you could save on inheritance tax right away
- Time to ‘level up’ and address the financial wellbeing gender gap
- Not sure what to do with your pensions ahead of the tax year end?
- Making the most of your ISA allowances
- Russia launches invasion of Ukraine
- 2022 – End of Tax Year Checklist
- Podcast House Talk 3: Economic Growth, Inflation and Challenges in 2022
- A good time for an early Spring clean of your finances
- Solicitors’ financial wellbeing takes a hit
- Summary House Talk Investing Podcast Episode 3
- Rising geopolitical risks relating to Russia and Ukraine
- Protected: Capital Gains Tax: The best steps to take to lower your tax bills
- Inflationary fee increases
- Emma Bennie appointed as the new Chair of the Saunderson House Investment Committee
- Welcome to the second episode of House Talk
- Autumn Budget update from Saunderson House
- Rathbones completes the acquisition of Saunderson House
- UK M&A Activity – Why Back Britain?
- Welcome to House Talk
- Disclaimer Saunderson House Podcast
- Saunderson House to be acquired by Rathbone Brothers Plc
- Quarterly Performance Bulletin – 31 March 2021
- Summary: Financial Wellbeing and Women – Closing the Advice Gap
- Financial Wellbeing and Women – Closing the Advice Gap [Webinar]
- The Spring Budget 2021
- Is a Wealth Tax on the cards?
- Have you maximised your ISA allowance?
- Make the most of your pensions ahead of the tax year end
- Our six top tips for taking control of your finances during lockdown
- Improve Your Finances This New Year
- Cash – Return Free Risk?
- Responsible Investing at Saunderson House [Webinar overview]
- Press release: Saunderson House Appoints Lee Bailey as Financial Planning Director
- Joe Biden is now President-elect: what does it mean for client portfolios?
- Responsible Investing at Saunderson House [Webinar]
- [Webinar] Saunderson House Investment Thesis: How we’re addressing the future growth opportunities in a changing world
- Financial Planning in Volatile Markets
- The Money Age Awards 2020 – Shortlisting
- Making your money last through retirement
- COVID-19 Government Spending: Who will foot the bill?
- COVID-19 Government Spending: The Long-Term Impact [Webinar]
- Pension contribution planning – why it pays to plan ahead for high earners
- Saunderson House Webinar: How much can you safely afford to spend annually without running out of capital?
- Saunderson House Webinar: Why we are increasing US equities
- COVID-19: Key financial planning documents you need in a crisis [WEBINAR]
- Coronavirus related frequently asked questions to our Investment Research Team
- The Money Marketing Awards 2020 – Shortlisting
- 2020 Budget Review: Chancellor steers clear of any radical changes for savers and investors
- 2020 Post-Budget Review [Webinar]
- Getting The Most out of Your Money: Maximising Returns After Tax [Webinar]
- Stick to your financial resolutions this New Year…
- Once more unto the polls, dear friends
- Planning for a possible change in Government
- Take some Time Out from Quality Street
- Passing on Wealth Event: Addressing the Practical & Emotional Challenges
- Three Fundamental Questions to discuss with your Financial Planner
- What cards does the Bank of England have to play in the event of a ‘no-deal’ Brexit?
- The Money Age Awards 2019 – Shortlisting
- Exam Success for our Financial Planners
- Inheritance Tax Reaches a Crossroads
- Appointment of Saunderson House Investment Committee Member
- Saunderson House wins Best Investment Adviser!
- Aim, Accelerate, Achieve: Your career in your hands
- Appointment of Saunderson House Investment Committee Member
- Educating the Next Generation of Investors
- Company fundamentals, not Corbyn, will determine investment success over coming years
- The Money Marketing Awards 2019 – Shortlisting
- Pension Freedoms – Risk or Opportunity?
- Probate Fee Increases
- Saunderson House partners with Parkinson’s UK
- Brexit: What does it mean for investors? [Webinar]
- New Year, New Start…
- Autumn Budget 2018: Webinar
- 2018 Budget: Potholes avoided – for now
- MoneyAge Awards 2018 – Winners
- Press Release: Prospect of change of government tops Brexit as High Net Worths’ biggest financial fear
- Younger professionals report greatest pressures affecting financial wellbeing
- MoneyAge Awards 2018 – Shortlisting
- Saunderson House recognised as an Investor in People
- Press Release: Financial Security Critical to Successful Non-Executive Director Career
- The Money Marketing Awards 2018 – Shortlisting
- Guest blog: The predictable unpredictability of markets
- Saunderson House shortlisted for Corporate LiveWire Finance Awards 2018
- Legal 500 UK Awards announced
- 2017 Autumn Budget
- Chambers and Partners list us in 2017 HNW Guide
- The Financial Adviser: Needless Intermediary or Priceless Partner?
- Great City Race
- Sponsoring Outer Temple Chambers’ Legal Harmony events
- Survival of the Fittest fundraiser
- Emma Bennie talks investment to Money Marketing
- Saunderson House partners with London Symphony Orchestra
- Chris Coomber cycles London to Paris for Teenage Cancer Trust
- Silver award winners for our digital client portal
- Sponsoring the Chambers UK Bar Awards 2017
- Money Marketing names us Best Wealth Management Adviser 2017
- Saunderson House wins Best Pension Planning Firm 2017
- Employees cycle London-Brighton for British Heart Foundation
- Premal Dattani writes for Modern Law
- Snap General Election: What to expect
- Saunderson House volunteers fundraise at Royal Albert Hall
- Money Marketing Awards 2017 – Shortlisting
- Saunderson House sponsors The Legal Business Awards
- Citywealth Magic Circle Awards Shortlisting
- Specialist Wealth/Private Investment Manager Award – Shortlisted
- Saunderson House partners with Teenage Cancer Trust
- Laura Hobbs features in Investment Week
- Judges describe Saunderson House’s Gold Standard win
- Non-Executive Director Changes on the Saunderson House Ltd Board
- Saunderson House wins Gold Standard Award 2016
- Awarded Financial Advisers of the Year 2016
- Digital Client Portal of the Year – Winner
- Oliver Cheng writes for Modern Law Magazine
Podcasts
Webinars
- Financial Planning in Volatile Markets: Risk vs Capacity for Loss [Webinar]
- COVID-19: Managing your cash flow during uncertain times [WEBINAR]
- Post-Election Webinar: What does it mean for investors?
- Financial Planning for Barristers: Soon to Retire / Move to the Bench [15 mins]
- Financial Planning for Barristers: Juniors [15 mins]
- Financial Planning for Barristers Webinar: Pupils and Junior Juniors [15 mins]
- Financial Planning for Barristers Webinar: Senior Juniors and QCs [15 mins]
People
- Alex Race
- Alex Wren
- Andrew Birt
- Arthur Gant
- Ben Williams
- Caolan Gardner
- Charlie Sage
- Charlotte Kennedy
- Chris Coomber
- Chris Harris
- Chris Kennedy
- Chris Noble
- Chris Sanderson
- Dan Stark
- Duncan Ross
- Duncan Veitch
- Ed Wood
- Emma Bennie
- Faye Llewellyn
- Gregory Roles
- Ian McNally
- James Payne
- Jennifer Mathias
- Jessica Templeton-King
- Joe Ridgley
- John Bawden
- Jonathan Millar
- Joshua McCarthy
- Kirsten Pettigrew
- Lawrence Mason
- Leanne Wong
- Lee Bailey
- Mandy Sohal
- Matt Chick
- Matt Smith
- Matt Wood
- Max Folland
- Nick Field
- Nick Rich
- Nick Rosser
- Olly Cheng
- Paul Stockton
- Peter Jackson
- Premal Dattani
- Simon Maydon
- Tania Gingell
- Tim Fuller
- Tom Gerrard
- Tom Smart
- Tom Walklate
- Tony Clarke
- Tony Overy
- Yemisi Duroshola
Who we help
- Advice for Private Equity Professionals
- End of Tax Year
- Financial Advice For Accountants
- Financial Advice For Barristers
- Financial Advice For Business Owners & Executives
- Financial Advice For Charities
- Financial Advice for Dentists
- Financial Advice for Doctors
- Financial Advice For Lawyers
- Financial Advice For Medical Professionals
- Financial Advice For Non Executive Directors
- Financial Wellbeing: more than pounds and pence
- Introducing the PwC Walled Garden
- PWC Testimonials
- Request a callback
- Working with Partners at EY
- Working with Partners at KPMG
- Working with Partners at PwC
What we do
How we can help
- Achieve Financial Independence
- End of Tax Year – 2018/2019
- Financial Planning For Long Term Care
- Financial Planning For Unexpected Costs
- Financial Planning For Your Family’s Future
- Professional Network
- Professional Services Network at Saunderson House
- Retirement Planning
- Retirement Planning & Investment Advice
- Tax Planning Guide For High Earners
- Year-End Tax Planning Guide
Testimonials
- Accountancy Testimonial 1
- Accountancy Testimonial 2
- Accountancy Testimonial 3
- Accountancy Testimonial 5
- Accountancy Testimonials 4
- Annie Garrard, Senior Business Support Administrator
- Arezou Hedayati – Careers Testimonial 1
- Arezou Hedayati – Careers Testimonial 2
- Barrister Testimonial 1
- Barrister Testimonial 2
- Barrister Testimonial 3
- Barrister Testimonial 4
- Barrister Testimonial 5
- Bogdan Pop, Investment Analyst
- Business Owner and Group Director
- Cash Flow Planning Testimonial 1
- Charity Testimonial 1
- Charlie Sage – All – All – Testimonial 1
- Chris Coomber – Accountancy – All – Testimonial 1
- Chris Kennedy – Careers Testimonial 1
- Chris Kennedy, Associate Director
- Chris Noble – All – All – Testimonial 1
- Client, Peter Locke
- CSR Testimonial 1
- Ed Wood – All – All
- ESG Stat 1
- ESG Stat 2
- ESG Stat 3
- Estate Planning Testimonial 1
- Estate Planning Testimonial 2
- Estate Planning Testimonial 3
- Financial Independence Testimonial 1
- Financial Independence Testimonial 2
- Financial Independence Testimonial 3
- Financial Independence Testimonial 4
- Foo bar
- Former Managing Partner of EY
- Gareth Parsons – Accountancy – Investment Services – Testimonial 1
- Gary Horn – All – All – Testimonial 1
- Ian McNally – All – All – Testimonial 1
- Investment Services Testimonial 1
- Jamie Rich – Careers Testimonial 1
- Jamie Rich – Careers Testimonial 2
- Jamie Rich – Careers Testimonial 3
- Jamie Rich – Careers Testimonial 4
- Law Firm Testimonial 1
- Law Firm Testimonial 2
- Law Firm Testimonial 3
- Law Firm Testimonial 4
- Lawrence Mason – All – Pension Planning – Testimonial 1
- Long-term Care Testimonial 1
- Long-term Care Testimonial 2
- Long-term Care Testimonial 3
- Long-term Care Testimonial 4
- Mark Everitt – All – All – Testimonial 1
- Max Folland – Careers Testimonial 1
- Max Folland – Careers Testimonial 2
- Max Folland – Careers Testimonial 3
- Max Folland – Careers Testimonial 4
- Max Folland – Testimonial
- Max Folland – Testimonial 1 – All – All
- Melanie Brazant, Business Analyst
- Navid Zahedi, Financial Planner
- Non-pension Investment Testimonial 1
- Non-pension Investment Testimonial 2
- Olly Cheng – All – All – Testimonial 1
- Paco Tijdink, Assistant Financial Planner
- Pass On Your Wealth Testimonial 1
- Pass On Your Wealth Testimonial 2
- Pass On Your Wealth Testimonial 3
- Pensions Testimonial 1
- Peter Jackson – All – All – Testimonial 1
- Plan For Retirement Testimonial 1
- Private Equity Testimonial 1
- Private Medical Professional and member of the Independent Doctors Federation
- PwC Testimonial
- Retired KPMG Partner
- Retired Partner at Simmons & Simmons
- Simon Maydon – All – All – Testimonial 1
- Swaati Taylor – All – All – Testimonial 1
- Tim Fuller – All – All – Testimonial 1
- Tim Fuller & Dan Burrows
- Tom Gerrard
- Tom Gerrard – All – All – Testimonial 1
- Tom Ingram, Corporate Partnerships Manager at Parkinson’s UK
- Tom Walklate
- Tom Walklate – ALL – ALL – Testimonial 2
- Tom Walklate – Testimonial 1 – ALL – ALL
- Tom Walklate – Testimonial 3
- Tom Walklate, Testimonial 4
- Tom Walklate, Testimonial 5
- Tony Overy – All – All – Testimonial 1
- Tony Wellby – All – All – Testimonial 1
Awards
- Adviser Firm of the Year 2014, Money Marketing Awards
- Adviser Firm of the Year 2014, Money Marketing Awards
- Awarded the Gold Standard Award 2016, 2015 and 2014 for Independent Financial Advice
- Awarded the Investors in People Silver Standard
- Awarded the Investors in People Silver Standard 2015
- Best Advisory Firm, 2012 and 2013 – Investment Week Fund Manager of the Year Awards
- Best Complex Wealth Management Firm UK and Best for HNWI Retirement Planning UK, Wealth & Money Management Awards
- Best HNWI Financial Planning Firm – UK
- CAF Payroll Giving Award
- Digital Client Portal of the Year 2017 – Corporate Livewire Awards
- Financial Advisers of the Year 2016 – Investor Review Magazine
- Money Marketing Awards 2016 – Best Investment Adviser
- Money Marketing Awards 2017 – Best Wealth Management Adviser
- Money Marketing Awards 2019 – Best Investment Adviser
- MoneyAge Awards 2018 – Wealth Management Firm of the Year
- Platinum Payroll Giving Quality Mark
- Saunderson House wins Pensions Advisory Firm of the Year
- UK Financial Services Experience Awards 2017 – Best Use of Technology
- Wealth & Money Management Awards 2017 – Best Pension Planning Firm
- Winners, Corporate Livewire’s 2016 Finance Awards