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.
Our Wealth Management Service can involve investing your capital which places it at risk. Investment risk means the value of your investments or any income can fluctuate and you may not get back some or all of the amount invested. We recommend our clients seek professional tax advice to understand their personal liability for investment income and/or gains. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.