Making a speciality of
serving US citizens
US citizens require specialist wealth management expertise, particularly around tax reporting. Read more about what’s on offer in London.
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Making a speciality of
Self-invested personal pensions (SIPPs) – A quick guide
This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.
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5 signs you need a wealth manager
You don’t necessarily have to be “wealthy” to need a wealth manager explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. It’s of course to be expected that what constitutes “wealthy” changes over time. People used to aspire to being a millionaire, but research shows you need at least £10mn to be considered wealthy today. With house prices […]
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Essential tax planning
tips for year-end
Dani Glover, head of financial services for London, and Tina Riches, national tax partner at Smith & Williamson, the accountancy, investment management and tax group, highlight some year-end planning issues to consider. With the current tax year ending on 5 April 2017, it’s time to get your tax affairs in order. There may be planning […]
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