29.06.2022
Establishing your wealth
Helping you manage your money while building for the future. Your adviser will help you take charge of your finances.
Everyone is different, everyone is unique. Knowing and understanding our clients is key to delivering a thoughtful and meaningful financial planning strategy.
We provide diverse and expert advice from wealth management and tax to legal and financial planning. We don’t provide all this in-house; the support from St. James’s Place gives us access to outstanding people across the financial spectrum.
How we can help
Tax
Paying unnecessary tax diminishes your wealth but ensuring that your savings and investments are as tax efficient as possible is a complex and technical subject.
Whether you are concerned about an inheritance tax liability in the future, you want to protect your financial legacy for your loved ones or worried about the impact capital gains tax might be having on your investments – together we can help you identify opportunities that will help improve your financial wellbeing.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.
Mortgages
We offer advice and specialise in helping clients secure mortgages on property purchases in the UK.
This can be a challenge and our service doesn’t end when we secure finance, we can also take-on the stress of paperwork and dealing across different time zones.
Your home may be repossessed if you do not keep up repayment on your mortgage.
Moving
Moving back home after a period overseas can be a stressful process. The key is careful consideration and planning. Our financial adviser will help you navigate these complexities and ensure you return to the UK in the best financial position possible.
Moving from Hong Kong to the UK has particular implications on your tax and investment position. It’s important to understand that tax levels and reliefs change regularly and that each can be affected by your personal circumstances.
We’ll help you make the transition as smoothly and efficiently as possible, suggesting where you should take specific advice from qualified professionals.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
Insurance
Protection is fundamental. That goes for all of your investment and personal assets which underpin everything else, from your income to the legacy you leave behind.
The insurance industry is a complex, competitive place. By getting to know you, your family and the things you value, we can ensure that you have the right levels of protection against unforeseen and unplanned events.
Protection is about more than simply buying a life insurance policy – it’s about optimising the effectiveness of your wealth for the next generation. There are strategies we can suggest to ensure security and peace-of-mind for your loved ones.
