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.
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.
In this article we will highlight the importance of correctly drafting Wills and look at IHT planning strategies.
Toby Vaughn, our Chief Investment Officer, provides detailed insight on how Brown Shipley investment portfolios are managed.
Wealth management is more than just investment advice, it encompasses all parts of a person’s financial needs.
Roger Clark, Head of Wealth Management at Brown Shipley, shares his top five tips for passing on wealth and inheritance tax planning.
Learn more about our lending capabilities through some recent case studies which we have recently advised upon and successfully implemented.
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.
Whilst it may seem a long time ago, the Budget of 2014 heralded the most significant change to the pensions system seen in generations.
We examine the ways you can make savvy investment decisions, a family affair.