We currently provide independent financial advice and investment management services to over 200 current and former Partners at PwC, across the UK (read their thoughts about us here).
This gives us extensive experience of the planning opportunities/concerns for Partners in your situation. Our Financial Planning Through the PwC Journey guide highlights the key financial planning areas you need to consider throughout your career, and at what stage they become most relevant.
Working alongside the PwC Independence Team we have established a ‘Walled Garden’ of pre-approved and centrally monitored investments, available to PwC partners. This should eliminate the need for Checkpoint updates and ensure your investments will always be fully compliant, allowing you to invest safely without fear of breaching any rules.
Our Specialist Service Offering
We offer our service, including the ‘Walled Garden’, on both an advisory and a discretionary basis and our strong relationships with the Independence team, Partnership Tax and Partner Office puts us in a unique position to also assist you with the following aspects:
- Cashflow modelling – to form a high level plan, whether in accumulation or preparing for retirement;
- Your compliance requirements, including for audit partners/chain of command;
- PICT (Partner Independence Compliance Testing) requirements;
- How and when to draw your defined benefit pension/partnership retirement benefits;
- Providing tax return information direct to your Partnership Tax contact;
- Internal life cover and death-in-service considerations;
- Profit distributions; and
- PwC specific tax aspects, such as the firm’s utilisation of your CGT allowance.
This combination means that we can offer holistic financial planning based on your specific financial requirements.
We welcome you to get in touch with our PwC Client team today, to discuss how our award-winning advice can help you to attain your financial goals.
Why choose Saunderson House?
Given a third of our c2,400 clients are current and retired partners of the Big 4, we understand the challenges that accompany your profession – such as intricate compliance obligations and a lack of time to manage your own financial arrangements.
We provide a completely independent, award-winning financial planning and investment management service to meet your personal objectives. Our independence means we take a ‘whole of market’ approach, providing reassurance that any advice we give has our clients’ needs and objectives as the focal point.
Your financial goals may involve achieving financial independence, passing on wealth in a tax efficient manner, investing for a financial event or simply achieving clarity and peace of mind. We can assist you with all aspects of your financial planning and investment needs, incorporating our network of independent partners who provide services such as Forex, banking, lending, legal, insurance and property services. Whether you are close to retirement or beginning your new role as a partner, our team of financial planners can support you in reaching your financial goals.