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Personal finance

Protecting Yourself from Email Fraud

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 more sophisticated.

3 Minute Read
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Personal finance

Borrowing to Mitigate your Inheritance Tax (IHT) Liability

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.

4 Minute Read
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Personal finance

Estate Planning and Inheritance Tax

In this article we will highlight the importance of correctly drafting Wills and look at IHT planning strategies.

5 Minute Read
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Personal finance

Investment Insights: How does Brown Shipley manage an investment portfolio?

Toby Vaughn, our Chief Investment Officer, provides detailed insight on how Brown Shipley investment portfolios are managed.

4 Minute Read
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Personal finance

What is Wealth Management?

Wealth management is more than just investment advice, it encompasses all parts of a person’s financial needs.

3 Minute Read
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Personal finance

Top Five Tips for Passing on Wealth

Roger Clark, Head of Wealth Management at Brown Shipley, shares his top five tips for passing on wealth and inheritance tax planning.

4 Minute Read
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Personal finance

Bespoke and flexible lending solutions

Learn more about our lending capabilities through some recent case studies which we have recently advised upon and successfully implemented.

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Personal finance

Top 10 Financial Planning Tips for High Net Worth Indiviuals

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.

5 Minute Read
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Personal finance

Pensions – an income for life or funding for the next generation?

Whilst it may seem a long time ago, the Budget of 2014 heralded the most significant change to the pensions system seen in generations.

6 Minute Read
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Personal finance

Improving your tax efficiency

We examine the ways you can make savvy investment decisions, a family affair.

5 Minute Read
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