Tax, inflation, and your wealth

Are you protecting what you've built from today's economic pressures?

Join Michelle White, Head of Private Office, Simon Bashorun, Head of Private Office Advice, and Robert Sears, Chief Investment Officer, as they explore how to defend and grow your wealth against the twin threats of taxation and inflation.

In this conversation, our experts explain why both threats have intensified – from a fast-changing tax landscape to the return of inflation after decades of calm – and what a considered response looks like. You'll hear how to approach a financial plan from first principles, why the way you structure your wealth matters as much as what you invest in, and how the right investment discipline helps you stay the course when markets are difficult. It's a practical discussion for anyone thinking about protecting what they've built and passing it on to those who matter most.

For those with substantial wealth, protecting it is rarely about a single decision. But the earlier you plan, the more options remain open to you.