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Wealth Planning

You’ve come a long way to get to where you are today. Wealth planning can help you enjoy the rewards.

Planning for the Future

Retirement, succession, inheritance planning – priorities for you and your family which we can help you address. With a wealth planning strategy in place to protect what you’ve worked hard for and see it passed on safely down the line, you can enjoy today all the more. 

Protecting Your Wealth

Whatever your circumstances, we can help you find the simplest and most tax-efficient ways to achieve your wealth planning goals. 

We can provide advice on:

  • Estate planning, including using trusts to control how and when assets are distributed
  • Tax-efficient investment through plans such as the Enterprise Investment Scheme and Venture Capital Trusts
  • Pension planning, including Self Invested Personal Pensions (SIPPs)
  • Inheritance planning
  • Portfolio wrappers, such as offshore bonds to build up retirement savings

If you are thinking of relocation, there are steps you should consider taking before you move. We would be happy to discuss these with you.

Working With Your Other Advisors

We don’t give tax advice, but we will work with your tax and legal advisors to make sure your wealth planning takes everything into account. 

Get Independent Advice

Tax treatment depends on individual circumstances. You should seek independent tax advice.

Find Out More

Contact us to discuss your wealth planning requirements. Please note the minimum investment for clients of Credit Suisse in the UK is £2 million.

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Contact Us

Speak to our Private Banking & Wealth Management team:

Meet Our Financial Specialists

Meet Our Financial Specialists

Meet John Williams, our UK Head of Wealth Planning.

Understanding non-domiciled UK residents 

Understanding UK Resident Non-Domiciled Clients

Our private banking and wealth management services are designed with non-domiciled UK residents in mind.