Protection plays a vital part in every stage of our lives and is a foundation to full holistic financial planning. We understand that everyone’s circumstances are different, which is why we don’t offer a one-size-fits-all approach. We work with you to create tailored solutions that meet your personal needs and evolve with your life.
Our Sustainable Investment Strategy guide navigates through the many terms and definitions that may cause confusion to define the key elements of sustainable investing. Our proposition can help you invest for a more sustainable future as well as your retirement.
We are pleased to announce the launch of The PWM Green Matrix. Cutting through the green investment jungle, we have filtered more than 3,000 investments using our own independent sustainable green methodology to identify the leading green investment propositions.
There are now so many choices when it comes to pensions and retirement. We can help you to view the wider picture to ensure there is a fully co-ordinated approach to your present and future financial wellbeing. Read more about your pension choices here.
Tax relief on pension contributions is a familiar feature of the fiscal landscape that has so far survived calls for it to be eliminated; but, as most high earners discover as their careers progress, there are significant implications of inadvertently breaching limits. Find out more by reading our Tax and Pensions guide.
Life insurance rarely features at the top of anyone’s ‘to do’ list, but arguably it’s the single most important financial product you will ever take out, as it provides financial security for your loved ones. Here, we provide answers to some of the questions our clients commonly ask about life cover.
Buying a home or additional property is often cited as one of life’s most stressful events, but it is an event more easily managed if you are well-informed and have access to good advice. Our Introduction to Mortgages guide provides key information about finding the right mortgage, preparing your finances, the survey and the value […]
Making the decision to separate or divorce can be one of the most emotionally challenging and financially complex decisions you’ll ever make. The choices you make may have a long-lasting impact on your lifestyle and finances, the realities of which may not become evident until years later. It is a time when the discreet approach […]
The question “what happens if a shareholding director passes away or is unable to return to work following diagnosis of a critical illness?” should be a key part of a company’s succession planning. This is a complex area, and this guide is designed to highlight areas to consider.
On 6 April 2025, the new Foreign Income and Gains (FIG) Regime was introduced, replacing the previous system based on domicile. Our guide outlines the new rules applicable to both existing and new UK residents.
If you are planning to move to the UK or a return after living abroad for a substantial period, it would be beneficial to optimise your financial affairs in advance of your arrival. Our guide considers some of the key considerations for individuals before they move to the UK and in their initial years as […]
Despite a long-standing tax treaty in place between the USA and the UK, which should minimise the chance of double taxation for individuals who find themselves taxable in both jurisdictions, there remain plenty of pitfalls. Our US-UK Investment and Financial Planning guide considers some of the key questions or items to be aware of.
The concept of residence will inevitably be a key consideration for any individual moving to or from the UK, as it has a fundamental impact on a person’s potential tax liability. Our guide considers some of the key questions we have been asked by clients in this area.
Every year a significant number of individuals and families relocate abroad, whether this be leaving the UK or settling in this country. This guide is one in a series providing an overview of key topics within this area, in this case particularly focusing on the issue of domicile status.
In our new Introduction to Remittance Basis guide we explain what it is and who can use it, as well as reviewing some of the rules and consequences of claiming the remittance basis. Whatever your reason for moving in or out of a country, there are numerous things to consider particularly in relation to taxation […]
Our aim is to help you accumulate and plan your wealth to achieve financial freedom in life. The partnership philosophy of the firm is to be truly independent, guiding you through your life stages to achieve your financial goals.
Considering how important your money is, it’s essential you choose the right foreign exchange company to transfer your funds around the world. We have partnered with moneycorp, a foreign exchange specialist with 40 years of experience and a solid record helping private clients and businesses when dealing with international payments.
The introduction of open banking legislation, combined with advanced technology, means that their service offers you the opportunity to opt for the best rates, and to structure your deposits to suit your cash requirements, all within one secure portal. Our PWM Deposit Service allows you to open multiple accounts per individual keeping up within the […]
We have partnered with GrowthInvest on our VCT offering, which is a technology driven platform designed to simplify research, investment and reporting on tax efficient and alternative investments providing you with choice, control and oversight through the provision of digital solutions.
