Wealth/financial planning

Discover how short-dated UK government bonds (gilts) offer tax-efficient returns in our Gilts Portfolio Service. Our wealth planners can help you find out more.

Pensions are among the most tax-efficient ways to invest for your future. But pension rules are complex – and the most recent changes in legislation have made them even more challenging. What do the new rules mean, and could you benefit from them?

We want you to achieve meaningful outcomes from your wealth – this is central to our wealth planning philosophy and leads us to the question: what is your money for?

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.

Investing in certain shares listed on the Alternative Investment Market (AIM) could be a useful way to manage inheritance tax (IHT). Find out more.

It's important to protect and manage your finances in a divorce. We explain the role of a financial planner in divorce and how we can help.