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Money management

Your wealth goals don’t just have to be long term. Life is not a linear journey, and you may need to be working towards multiple goals.

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Managing your finances properly doesn’t just have to be focused on the long term and there are significant benefits to planning to achieve your wealth goals, and particularly since the future is inherently uncertain. Meanwhile, any financial decision is likely to have implications for you and your family in the short, medium and long term.  For us, that means a combination of investing, structuring and people’s expertise.

For us, holistic money management encompasses:

Money management

This is not just lending. This is bespoke lending.

16 Mar

   |   3 mins

For high-net-worth clients with more complex borrowing needs, Chiraag Patel explains how private banks can offer a more tailored lending solution.

Investing

Never mind the gaps: plan for financial independence

9 Mar

   |   3 mins

With a theme of #EmbraceEquity for International Women’s Day 2023, Anna Slater discusses what it means and the significant role it can play in understanding and meeting women’s financial needs.

Money management

Seize the moment with Lombard loans

31 Jan

   |   6 mins

Sometimes an investment opportunity arises that’s simply too good to miss. By borrowing against your liquid financial assets, Lombard loans offer the flexibility to diversify your portfolio when needed, without having to sell any of your existing assets or investments or disrupt your long-term plans.

Money management

Our top 10 insights from 2022

24 Jan

   |   2½ mins

No new year can ‘officially’ start until our obligatory list of top articles and insights! For many of us, 2022 continued to be a challenging year. Amidst the ongoing coverage of conflict, climate concerns and more, there were, however, some brighter notes during the year.

Money management

Once more unto the breach

5 Jan

   |   12 mins

A review of FX and markets in 2022 and what we can look forward to in 2023.

Money management

5 steps to plan for 2023: A new year, a new start

14 Dec

   |   5 mins

The events of the past 12 months seem only to have further highlighted the need to plan ahead. We suggest five ways to get your finances in order – while keeping the unexpected in mind.

Money management

Christmas stockings, cranberry sauce and (self-assessment) tax returns

6 Dec

   |   5 mins

Many see Christmas as a time for festivities, others as the time to file tax returns ahead of the 31 January deadline. But while you and Santa are making your lists, and checking them twice, Anna Slater highlights some pointers to help you with UK self-assessment submissions.

Investing

An introduction to cashflow planning

2 Dec

   |   14 mins

In this presentation video, paraplanner Anna Slater introduces cashflow planning, using case studies and examples to explain how we use this software to present your financial plans.

18 AUGUST 2022 | ONLINE

The lay of the land: property taxes across the UK

Temporary property tax holidays for the lowest property tax brackets came to an end in 2021. We take a look at what property taxes buyers now need to pay across the UK, whether resident or not.

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