Other Services

To complete our Private Client Proposition we provide a broad range of interrelated services.

Tax & Legal

Managing your investments in a tax efficient manner goes hand in hand with the creation of suitable vehicles with which to do so, particularly in the context of passing on family wealth.

We bring together professionals from tax, accountancy and legal backgrounds to advise on appropriate structures and are equally happy to work with your own advisers.

Services include:

  • Inheritance Tax & Estate Planning
  • Trust Administration
  • Offshore Trustee Services
  • Wills & Powers of attorney
  • Tax Planning for Non-UK Domiciled
  • Family Investment Companies
  • Tax Returns
  • Probate

Lending

We work closely with independent mortgage brokers who have access to a wide range of lenders and Private Banks for both residential and commercial properties.

In recent years the mortgage market has opened up significantly to include investment backed lending and pooling family income to help children get onto the property ladder.

Please note that if the value of the investment falls in the relation to the agreed loan facility, the loan may need to be repaid in full. The Provider will take a charge over your investments and you will be unable to make any withdrawals from your charged investments without prior approval from the bank. Rates and charges will apply.

Terms and conditions apply; please ask for more details.

Contact Us

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