In line with our commitment to the wellbeing of our clients and the team, the Buckingham Gate office is now closed until further notice with all staff working remotely very effectively. All of our IT systems and business processes are operating as normal.
To our wonderful clients - We would like to ensure you that we are doing everything we can to maintain our usual service to you and during this time we will be doing all in our power to support, reassure and advise you and your families. We would encourage you to contact us as usual with anything that you need help with.
We welcome new enquiries – During these unusual times, many people are taking the opportunity to review and organise their finances and estate planning. Therefore, to support you in the best way possible, we will be hosting a Webinar Programme for which you can find details on our Seminar page. We are also delighted to announce that we are now able to take instructions for new wills and estate planning solutions digitally, removing any need for face-to-face meetings during this period of social distancing. Please feel welcome to contact us with any questions you might have, by calling 020 3478 2160 or by emailing [email protected]
We construct robust, resilient portfolios for our clients that are designed to create the long-term returns that they need, while exposing their funds to the least risk possible.
For clients taking advantage of our on-going financial planning service, the construction of their portfolio is just the start. We then monitor their investments on a daily basis, report to them on a quarterly basis suggesting any changes or fund switches and then re-balance portfolios at least one a year, to ensure their portfolio continues to meet its objectives.
Legitimate Tax Reduction
While investment returns are clearly an important determinant in the success of a financial plan, the level of tax paid can also have a significant impact on the final result. As such, we give tax planning our full attention.
At the outset we will consider the most tax efficient way to structure a client’s affairs and then we work with them on an ongoing basis to ensure that tax is kept to a minimum each year. All of our tax planning work with clients is firmly within the scope of HMRC rules. We believe that the best way to minimise tax is to make the best use of commonly available reliefs and exemptions.
Please note that investments can fall as well as rise and any income generated by an investment can fluctuate over time.
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