We examine the ways you can make savvy investment decisions, a family affair.
As 5 April 2019 approaches it presents an opportunity to consider taking advantage of tax allowances and reliefs, available both before the end of the current tax year and at the start of the new tax year. Here we highlight some of the more significant planning opportunities for consideration.
Our Integrated Wealth Management Service brings together wealth planning and investment management to create a plan for clients that is tailored to their needs. It sounds good, but what does it mean in practice?
Whether our client’s source of wealth stems from the sale of their family business or a fine piece of artwork, a common investment for many HNW individuals is residential property.
Our lending facilities can help build a bridge to your dream home or guide you through challenging life events. Here are two examples which may instigate such a requirement.
The definition of retirement is evolving and although retirement almost certainly means a change of lifestyle, today it rarely means stopping work altogether.
Unlike the high street banks who apply a tick -box approach to lending, at Brown Shipley we are relationship-driven.
Many grandparents will be keen to help with the cost of education for their grandchildren and may already be paying school or university fees directly out of their own income or investments. However, there may be an alternative option to consider; the bare trust.