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Personal finance
Protecting Yourself from Email Fraud
November 19 , 2019
At Brown Shipley we want to help protect our clients from fraud and give you peace of mind that your money is safe. Unfortunately, we live in a time where financial fraud is on the increase and fraudster techniques are becoming...
Personal finance
Borrowing to Mitigate your Inheritance Tax (IHT) Liability
November 18 , 2019
Using a client case study, Paul Spann, client Director at Brown Shipley demonstrates how a tailored lending solution can help to mitigate Inheritance Tax (IHT) Liability.
Personal finance
Estate Planning and Inheritance Tax
November 18 , 2019
In this article we will highlight the importance of correctly drafting Wills and look at IHT planning strategies.
Personal finance
Investment Insights: How does Brown Shipley manage an investment portfolio?
October 21 , 2019
Toby Vaughn, our Chief Investment Officer, provides detailed insight on how Brown Shipley investment portfolios are managed.
Personal finance
What is Wealth Management?
October 02 , 2019
Wealth management is more than just investment advice, it encompasses all parts of a person's financial needs.
Personal finance
Top Five Tips for Passing on Wealth
September 10 , 2019
Roger Clark, Head of Wealth Management at Brown Shipley, shares his top five tips for passing on wealth and inheritance tax planning.
Personal finance
Bespoke and flexible lending solutions
August 16 , 2019
Learn more about our lending capabilities through some recent case studies which we have recently advised upon and successfully implemented.
Personal finance
Top 10 Financial Planning Tips for High Net Worth Indiviuals
August 13 , 2019
Roger Clark, Head of Wealth Management, and Rebecca Williams, Client Director at Brown Shipley, share their top tips to help you plan for the future you want for yourself and your loved ones.
Personal finance
Pensions – an income for life or funding for the next generation?
August 06 , 2019
Whilst it may seem a long time ago, the Budget of 2014 heralded the most significant change to the pensions system seen in generations.
Personal finance
Improving your tax efficiency
April 10 , 2019
We examine the ways you can make savvy investment decisions, a family affair.