The value of investments and any income from them can fall and you may get back less than you invested.

Wealth Report

Family Wealth - Passing on wealth

Passing on wealth remains challenging for many families. Read our Family Wealth Report 2018 on how to manage this complex issue

Valuable insights

Check Square free iconHow lifetime gifts can help you to assist your loved ones when they are most in need – and reduce tax

Check Square free iconHow to strike a balance between your own needs and your desire to help your family

Check Square free iconHow making the right choices now can make the future feel much less daunting

Download the Family Wealth Report

Every successful financial plan starts with a conversation about you: 
your commitments, your ambitions and your aspirations.

Our essential guides use research and expert analysis to help shape the conversations with your loved ones to make the right choices for you and your family.

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In keeping with our existing practice, we will never sell your personal data to any third parties.

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Independent minds

We are bound to no corporate group, so offer unbiased recommendations from a broad universe of investment opportunities.