Financial planning for high-net-worth individuals
It can be hard to know where to start with financial investment planning. But by sticking to basic principles and seeking advice, you give yourself a better chance of achieving your goals. Read our guide to financial planning to see how we can help.
TOP TIPS FOR BETTER FINANCIAL PLANNING
Bespoke financial planning to help you plan for your future
It’s never too soon to start financial planning. There are many different ways to organise your finances to be tax efficient, plan for your retirement and pass on wealth. It’s worth considering all of your options so you can identify your priorities and create a wealth plan that’s right for you and your loved ones.
What does our guide cover?
Financial planning raises a lot of questions, such as:
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Have I made the most of tax efficiencies?
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Should I prioritise my pension?
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Is it difficult to set up a trust?
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When should I think about estate planning?
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How can I optimise my allowances and use tax wrappers?
Our guide is a practical starting point for you to take control of your financial planning. It will help you understand your options and apply them to your finances.
FINANCIAL PLANNING STAGES
Download our guide to learn more
Explore practical ways to approach financial planning, to support the bigger picture for you and your loved ones.
Discover the power of a cashflow plan to help you visualise your assets, income and expenses.
Understand different ways to pass on wealth to the next generation in your lifetime.
Follow the steps one family took to optimise tax efficiency and see the difference it made in our case study.
“Simply to say our Client Advisor provides a top-quality service for us, always taking time to ensure that the updates that he provides are understandable to both my wife and I, and that the advice he delivers is properly tailored to our needs in the short, medium, or long term, with the flexibility to change as circumstances change. He is highly personable, smart, and trustworthy.”
Mr Andrews, a Brown Shipley Client.
Download your guide — 'Top tips for better financial planning'
We have years of experience in Wealth Planning, helping clients create plans that give them and their loved ones peace of mind about the future. Complete the form below to receive your guide.
To receive advice and to become a client of Brown Shipley, you must have a minimum of £1m of investable assets.
Comprehensive wealth management solutions
As an experienced Wealth Manager, we will tailor a personalised financial investment plan for you, using the full range of tools.
We begin with a cashflow plan that consolidates all your assets, income and expenses in one place. Think of it as your financial balance sheet. That allows us to anticipate your needs, such as income in retirement. We also assess your appetite for investment risk.
When executing your financial plan, we consider the full range of possible investments and structures. This helps us work toward improving both your potential investment returns and tax efficiency.
Retirement and estate planning
Foreseeing your retirement needs is key. Starting to save at an early age can be tax efficient and can transform your income in retirement. As many people approach their mid-50s, it’s also common to start thinking about transferring wealth to the next generation. You have several options for leaving your loved ones in the best position when you’re no longer around.
Read our guide to financial investment planning to see how we can help.
Wealth Planning strategies to mitigate Inheritance Tax
With tax allowances tending to be reduced, it’s important to have a financial investment plan that makes the most of what’s still available. You have your own allowances for individual savings accounts, income tax, capital gains tax and pension contributions. You may also want to consider how inheritance tax allowances, including lifetime gifting, could form part of your overall financial plan. A tailored wealth plan may help to mitigate inheritance tax.
Put a plan in place for peace of mind about your future
For over 200 years we have crafted personalised financial investment plans in the UK for high-net-worth individuals. Our deep expertise, innovation and commitment to clients set us apart.
We’re here to offer financial advice and help you explore all the opportunities. By assessing all aspects of your situation, we help you create a plan that’s right for you and your loved ones.
Get in touch with a Brown Shipley Client Advisor to learn more or download our 'Top tips for better Financial Planning' guide here.
Why partner with Brown Shipley
Important Information
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This document is not a Financial Promotion and intended for information purposes only.
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Brown Shipley is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
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Our Wealth Planning service can involve investing your capital, which places it at risk.
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The value of your investments can go down as well as up, and you could lose some or all of the money.
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We recommend that you seek professional tax advice to understand your personal tax liabilities. This will depend on personal circumstances and the prevailing tax rules, which are subject to change.
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Tax planning is not regulated by the Financial Conduct Authority or the Prudential Regulation Authority.