Your wealth

Expert views on wealth planning

Whatever the future holds, we’re here to help you achieve your goals when it comes to planning your wealth.

Latest articles

UK Budget: A quick summary

4 Nov 2024

What could the Autumn Statement mean for your wealth? We reflect on the key announcements from the UK government, and how they impact wealth holders.

Your Wealth

Venture capital trusts explained

30 Oct 2024

Discover more about venture capital trusts and the potential role they could play in an investment portfolio, as well as the risks.

Your Wealth

Should you combine your pensions?

11 Sep 2024

Pension consolidation can bring both benefits and risks, depending on your specific circumstances and goals. Discover some of the key things to consider.

Your Wealth

New government – new financial plan?

2 Aug 2024

With uncertainty surrounding the Labour government’s tax plans, we explore why now could be a good time to be proactive with your own financial planning.

Your Wealth

Planning for the inevitable

19 Jul 2024

We bust some widely held misconceptions about Wills, and highlight some key considerations for anyone starting to think about passing on their wealth.

Your Wealth

Key tax changes in 2023

4 Dec 2023

Here we look back at the key tax changes – and a snapshot of what’s to come in 2024.

Your Wealth

Pensions uncovered

17 May 2023

We explore the tax perks of pensions and look at how they could impact pensions and retirement planning.

Your Wealth

Enhance your investment portfolio

6 Apr 2023

In recent years, the popularity of Venture Capital Trusts (VCTs) has risen substantially, but how can they create opportunity for your portfolio? Mike Romatowski, Wealth Planner, considers the VCT below.

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Do you live in the UK?

Do you have £500,000 or more in investable assets?

We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

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Given your circumstances, our Private Bank team will be able to better help you.

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Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

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