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 | Dec 27, 2024 | High Net Worth
Venture Capital Trusts (VCTs) are one of the UK’s most tax efficient investment vehicles. Rightly considered higher risk, today we’ll explore whether VCTs are a good investment for high net worth individuals seeking to reduce taxes and invest... 
by John Williams | Dec 20, 2024 | High Net Worth
Offshore bonds offer those with considerable investible assets an efficient way to grow their wealth outside their resident tax jurisdiction. These tax wrappers, also known as offshore investment bonds, combine the benefits of tax deferral with other lucrative... 
by John Williams | Dec 5, 2024 | High Net Worth
While the range of investments for high net worth individuals is vast, not all options are created equal. Choosing the right strategy depends on your financial position, current investments, available capital, risk tolerance, and long-term objectives. As a result,...