The legal landscape – what HNWIs should know
The UK’s legal landscape has changed significantly for High Net Worth Individuals in recent times and there are further changes coming down the line they should also be aware of.
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The money complexities facing modern families
Same-sex partnerships, adoption and surrogacy create many wealth management complexities, particularly around tax, inheritance and domicile, that all HNWIs should be aware of.
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Solving Complex Wealth Management Needs: A Short A-Z Guide
Where complexities arise Managing wealth is often conceptualised as a journey, in recognition of the fact that individuals’ financial situations – and therefore needs – can evolve significantly over time. A person who previously thought that professional wealth management “wasn’t for them” can suddenly find they quite urgently need advice: a DIY investor might become […]
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Understanding how to use trusts
A guide to understand how to use trusts in your wealth planning. Trusts are a time-honoured method of holding and protecting assets and are thought to date all the way back to the Roman times. Trusts can be deployed to confer tax advantages on either the original owner of the assets or the parties intended […]
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