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

An update on one of life's certainties. What is happening to property tax?

26 Nov

| 30+ mins

Rachel de Souza of RSM joins Colin Campbell and John Williams to discuss UK property tax changes, how these might be mitigated and answer any of your questions in a webinar scheduled for 30 minutes, plus Q&A.

Money management

Remember, remember… on 5 November 2020: 12 questions answered on the London property market

12 Nov

| 15 mins

Following the 5 November webinar, we've collated the answers from 12 of the questions asked during the session to the three experts who cover the London residential property market.

Money management

Remember, remember... [Annual London property review]

5 Nov

| 45 mins

Join our webinar to understand what's been happening in the London property market with experts from three companies providing a recap of 2020 and future insights.

Money management

Could the size of your garden mean an unexpected tax bill?

30 Oct

| 5 mins

John Williams explains how the UK's complex capital gains tax rules could lead to unexpected bills even when selling your family home. Some tax may be due if there's a large garden or grounds involved.

Money management

The power of borrowing in a wealth plan

15 Oct

| 30 mins

Watch our 30 minute webinar to understand the changing UK lending landscape, what options are available to high net worth borrowers, and the considerations and potential pitfalls of borrowing to keep in mind.

Money management

Change continues despite cancelling the UK’s autumn budget

29 Sep

| 6 mins

John Williams, head of wealth planning, highlights how UK government changes that impact family finances are continuing despite the Autumn Budget being scrapped for a second year.

Money management

The deep divides in perceptions of wealth

10 Sep

| 5 mins

Investors are regularly encouraged to diversify their investments. We believe the same approach should be used for tax allowances. Beckie Williams explains why.

Money management

Are you focusing more on your golf than your finances?

20 Aug

| 4 mins

Is the chance to spend time on golf or a hobby leaving your finances in a hole? Carlo Lourenco discusses upping your game on the green and better money matters.

8th October 2020

Online

Quarter end investment webinar

After the end of each quarter, we invite you to join a webinar hosted by David McFadzean, our head of wealth management, with Andrew Yeadon, our chief investment officer. We review the major events, how we positioned and changed portfolios and what our base case scenario is for the next 12-18 months.

Join us online for a 30 minute discussion, with the opportunity to pose your own questions to our experts.

Money management

Find out more

An update on one of life's certainties. What is happening to property tax?

Remember, remember… on 5 November 2020: 12 questions answered on the London property market

Remember, remember... [Annual London property review]

Could the size of your garden mean an unexpected tax bill?

The power of borrowing in a wealth plan

Change continues despite cancelling the UK’s autumn budget

The deep divides in perceptions of wealth

Are you focusing more on your golf than your finances?

Online

Quarter end investment webinar

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