Major life events
From selling a business, relocating to a new country or retiring, it often takes a major life change to make us think about our finances. Private wealth planning can play a crucial role in navigating life events, resetting your goals and helping you make informed decisions.
Life changes
Approaching major life events with a wealth plan can be invaluable
Life rarely goes to plan and can be full of unexpected twists and turns. Navigating these life changes can feel overwhelming but working with an experienced wealth planner to create a personal wealth plan can provide a road map to follow.
Our wealth planners regularly sit down with clients to help them determine their best course of action – particularly when there are divergent views on what to do next. With a clear picture of how your finances are aligned to achieve your long-term goals, we can take some of the emotion out of these choices and help you make informed decisions based on our extensive experience.
Get in touch today
Find out how we can help you. Call +44 (0)1624 645000 or email [email protected]
A new beginning
Building a financial future after divorce
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Two becomes one
One minute you’re happily married and planning a life together, the next you’re going separate ways. Decisions made in the heat of the moment can have significant and long-lasting consequences.
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Making informed decisions
Untangling your finances during a divorce is always complex. How do you know how much money you’ll need? Working with an experienced wealth planner and developing a personal cashflow plan will go a long way towards showing you the lifestyle you could aspire to after divorce and how you can achieve it. At such a challenging time, developing a personal wealth plan can provide clarity and peace of mind both before and after a divorce settlement.
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Two becomes one
One minute you’re happily married and planning a life together, the next you’re going separate ways. Decisions made in the heat of the moment can have significant and long-lasting consequences.
-
Making informed decisions
Untangling your finances during a divorce is always complex. How do you know how much money you’ll need? Working with an experienced wealth planner and developing a personal cashflow plan will go a long way towards showing you the lifestyle you could aspire to after divorce and how you can achieve it. At such a challenging time, developing a personal wealth plan can provide clarity and peace of mind both before and after a divorce settlement.
Financial milestones
Life is full of milestones with decisions to be made
Major life events are like milestones along your journey. They often come at crossroads where decisions must be made on the best route to take. Our wealth planners have extensive experience working with high-net-worth individuals and can guide you through these life events, such as:
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Selling a business
Our team have extensive expertise to support you through the process of selling a business as well as working with your existing tax and legal advisers.
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Moving country
Our team of experts work with high-net-worth clients from all over the world providing a stress-free relocation service We will help you navigate any legal and regulatory requirements while working closely with your existing advisers, such as tax and legal professionals.
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Retirement
Retirement is probably the most significant milestone you’ll reach. As you move into your new post-work life, our retirement planning service can help.
Frequently asked questions
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On the move
Thinking ahead when planning to relocate
Our wealth planners can work with you, ahead of your move, to understand your circumstances and the considerations and opportunities relating to the country you are moving to.
Moving to a new country can be a complex process especially for high-net-worth individuals. We can help make sure that you don’t experience any unexpected tax or legal complications that could affect your wealth, both now and in the future. We can make sure that you have the right plan in place for you, your family and your future goals.
Visit our Relocation page
Latest Videos
Supporting you through divorce
Find out how we can support you through divorce. The financial aspects of divorce are far reaching, it is important to involve financial planners to help navigate the process with empathy and expertise.
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Importance of advice
Seeking professional advice during life’s changes can help
Major life events such as marriage, parenthood, retirement, and bereavement can have a significant effect on your emotional and financial wellbeing. Seeking professional advice during these life changes is crucial to making well-informed decisions for the future.
Our wealth planners can work with you to create your wealth plan, in addition to providing guidance on managing assets, reviewing or setting up new structures where appropriate, and adjusting investment portfolios to align with a new set of goals.
Our expertise and experience help you navigate complex legal and financial issues to ensure your assets are protected, wealth is maximised, and objectives can be met. In addition, professional advice at these pivotal moments can also provide emotional support and help with the stress of change.
Related case studies
Read about more clients we have helped
We have helped countless high net worth clients with their financial needs – some straightforward, some complex. Our bespoke approach, where we really get to know our high net worth clients, allows us to offer solutions that other wealth planners and private banks aren’t able to.
Sustaining income after a divorce
Set for retirement
Start planning early
Relocating to the UK
Get in touch today
Find out how we can help you. Call +44 (0)1624 645000 or email [email protected]
OUR TEAM
Meet our team of dedicated professionals
Our teams are highly skilled and will help to understand your needs, giving you access to proactive help and efficiency through a single point of contact.
Find out more about our teams in the UK, Isle of Man, Jersey and Dubai here
Frequently asked questions