A comprehensive wealth plan is key to taking care of your wealth for current and future generations. Whether you require a thorough review of your finances or specific advice on a particular aspect of your needs, wealth planning experts can help.
By organising and structuring your assets in the right way, you can enjoy the freedom that comes with knowing you have a secure financial future.
Our wealth planners are specialist advisers who analyse your personal and professional assets and suggest a flexible wealth strategy according to your needs.
At the beginning of our relationship with you, we’ll make sure we fully understand your circumstances, priorities and goals. Cashflow modelling provides a comprehensive overview of your current financial situation and can forecast the implications of a life event, such as selling your business, inheriting a lump sum or gifting your assets. It can also help forecast certain objectives, for example retiring at a certain age with a specified level of income.
We will adapt your wealth plan to take account of any developments in the fiscal or legal environment, as well as changes in your own circumstances or those of your family.
Our clients often have assets or connections to more than one country. We can help structure bespoke solutions which provide cross border compliance and governance of family wealth.
By investing your wealth, you can seek to protect its spending power against the impact of inflation. We aim to help you maximise your investments, by making sure you’re taking full advantage of tax allowances.
Life is full of surprises. Although there’s no way of knowing what’s around the corner, with the right plans in place you can make sure your finances are the last thing you or your family need to worry about when times are most challenging.
The concept of retiring means different things to each of us. For some, it’s an opportunity to take the skills developed over a lifetime of work in new directions. For others, it’s a time to start enjoying even more of what life has to offer.
Inheritance is one of the most challenging areas of financial planning, where different emotions, values and expectations collide. It’s important to start talking about passing on wealth early in life so that you can begin to organise your assets before it’s too late.