by John Williams | Mar 28, 2025 | High Net Worth
With the burden of taxation rising for the wealthy, we’ve created this guide to the different types of alternative investments for high net worth individuals. If you’ve made the most of the available tax wrappers, reliefs and exemptions, and are looking for... 
by John Williams | Feb 15, 2025 | High Net Worth, Wealth
Tax planning for high net worth individuals is a complex, important topic for affluent clients. This is even more the case following the announcements made in the UK’s Budget in October 2024. As a result, we have distilled some of the key components of tax planning... 
by John Williams | Feb 1, 2025 | High Net Worth
What do high net worth investors want? Feels like a trick question. You would assume the answer to what high net worth individuals want when investing, is pretty straightforward. Wealth accumulation and preservation. Sound reasonable? No other motivations for... 
by John Williams | Jan 24, 2025 | Tax Efficient Investments
This guide to tax efficient investing provides key insights helping higher earners like you to understand more about this important topic. Each part offers insights into the key terms most important in helping you on your way to investing tax efficiently. As a result,... 
by John Williams | Dec 28, 2024 | Tax Efficient Investments
If you’re a high earner, you’ll be keen to know how to use ISAs to save and reduce tax. If you’re not already aware, Individual Savings Accounts (ISAs) are one of the most effective tools for building a tax-efficient investment portfolio in the UK. They allow...