Pave the way to your life goals.
You have unique personal, business and financial goals. Our tailored wealth planning solutions support you to reach them. With longstanding experience in investment structures, retirement and inheritance planning, our wealth planning specialists can help guide you on your journey.
With our wealth planning solutions.
This is a Financial Promotion
Complete solutions for your long-term needs.
Our wealth planning specialists can help put your wealth to work through:
- Investment structures that enable tax-efficient investing now and for future generations
- Retirement planning that can help to ensure you are financially prepared for your next stage in life
- Inheritance and succession planning, including trusts, that allow you to define how and when assets will be distributed to your beneficiaries
Navigating the way forward.
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.
Tax treatment depends on individual circumstances. You should seek independent tax advice.
With you on your journey.
With our 160-year track record of serving clients for the long term, our wealth planning specialists will be by your side to help you achieve your goals.
Important notice: Investments can go down as well as up and your capital may be at risk.
For many families, the goal of strategic financial planning is not simply to manage, multiply and protect their wealth, but to leave a financial legacy for the next generation based on a shared understanding and common set of values.
If you wish to pass assets on to your children, grandchildren or others, there are a number of ways like trusts, Family Limited Partnerships (FLP), Family Investment Companies (FIC) or a life insurance to ensure the wealth transfer.
When it comes to your retirement, Self Invested Pension Plans (SIPPs) aim to provide greater flexibility for pension holders in terms of what investments they can hold in their pension plans.
A life insurance is an effective instrument to protect against many uncertain events. Our “Whole of Life Insurance” solution even resonates with many of our clients as an additional asset class.
EIS and VCT
The Enterprise Investment Scheme (EIS) offers tax reliefs for individuals who provide capital for smaller businesses in the UK. Another option is to invest into Venture Capital Trusts (VCTs).
For many years insurance wrappers, such as offshore bonds, have provided efficient long-term investment solutions.
We have a track record of advising non-domiciled UK residents on how to structure and invest their assets.
Wealthy families and Credit Suisse
There are those who inherit wealth and those who pass it on. What you choose to do with your family’s wealth is an expression of your own deeply held values, and we are here to counsel families like yours on finding the best path forward.