If you’re faced with new financial circumstances or unexpected issues and don’t know who to turn to, here are some of the situations our clients sometimes find themselves in, to help you find a possible solution.
Managing a divorce settlement
How do I ensure the best financial arrangements are in place for my divorce?
International financial planning
How do I deal with my personal finances across different jurisdictions if I move overseas?
Property tax issues
How can I minimise my tax bill if I’m selling a property?
Tax-efficient savings and investments
How do I make the most of the tax breaks available on investments if I’ve used up my tax-free ISA allowance?
What do I do if I’m investigated by HMRC?
Our investment philosophy
How can I create a personalised investment portfolio that works for me if I suddenly come into a substantial sum of money?