Have you come in to some money?
Look after your windfall. We help you navigate the industry and find the best professionals to manage your money.
Protect and grow your money...
If you have recently come into some money via inheritance, a business sale or some other form of liquidity event, it can be hard knowing what to do with it.
Capital preservation is the foundation of a robust wealth strategy, and it is vital that you take steps to ensure that as much of your new funds remain yours as possible – rather than being swallowed by the taxman or lost on excessive management fees.
Understanding the whole picture is vital: assets versus liabilities, shorter-term plans in the context of longer-term ones, and investment risk against reward. The right wealth manager will devise plans that take into account any number of complexities, enabling you to increase your returns and minimise your risk.
There are many ways to deploy a windfall, but you have to go down the route that will make the biggest difference to your financial position. Unlocking the true power of your money could really change your life for the better, so make the most of the capital you now have available to put to work.
To find out exactly what a wealth manager does and how they can help you maximise your money, read on.
Protection, growth and tax reduction - your guide to the three pillars of wealth management
Wealth management is a broad term which can encompass many different strategies and techniques. However, managing your wealth can be boiled down to three key elements: protection, growth and tax reduction – with each one equally relevant to people at all asset levels.
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More reading about your situation:
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The UK’s Generational Wealth Transfer 2025: Boomers Passing Trillions to Millennials and Gen Z
Over the next two decades, an estimated £5.5 trillion is set to pass from Baby Boomers to Millennials and Gen Z – who are increasingly seeking financial advice to navigate the complexities of inheritance tax and estate planning to effectively preserve this wealth.
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