We aim to provide an end-to-end service, working with our professional advisers. Having identified a practitioner’s client needs and agreed a broad approach, our investment manager will use their professional expertise to construct a portfolio, carefully chosen to match the client’s objectives and manage it day to day.
Key features of our approach:
- Tax packs
- Online reporting
- Efficient administration
Efficient administration and reporting makes it easy for us to keep both client and professional adviser (if they require) informed about the investments. They will receive valuations every quarter and with our online service, they have instant access to up to date information.
We have low staff turnover amongst professional staff, and the practitioners we refer to and receive referrals from appreciate our transparent fees and efficient administration.
Should a practitioner’s client require short-term financial flexibility, we can lend money against the value of their main portfolio as an alternative to selling investments. We prepare comprehensive tax packs annually and can also produce tax packs to comply with US reporting requirements. Additionally, we can arrange for tax bills to be settled directly with HMRC on behalf of the client.
Case study - Coping with the complex
Looking after a successful entrepreneur and his family who split their time between the UK, Ireland and the Caribbean.
A client successful entrepreneur who sold his business 20 years ago. Today he splits his time between the UK, Ireland and the Caribbean, so he has to take into account very taxation-specific restrictions, like UK situs assets, as well as currency challenges.
He wants us to facilitate his lifestyle in retirement and also to co-ordinate investment management for his wider family. He has three adult children and is supporting his mother and mother-in-law. He is also concerned about inheritance issues.
Our investment solution for a complex family
The investment director and his team built a tailored investment solution using onshore and offshore accounts and investment wrappers such as SIPPs, offshore bonds and ISAs. The accounts are multi-currency to enable the client’s international lifestyle.
We look after the investment affairs of his three children and manage two offshore trusts which benefit the client’s mother and mother-in-law. We look after a total of 21 accounts across the family.
We work in close partnership with his accountant and financial planning adviser and have structured his investments to reduce the impact of IHT on his death and to ensure the family are cared for as he wishes.
Bespoke monthly and quarterly reporting is delivered to the client to track portfolio progress alongside face-to-face meetings and monthly calls.
For more information, please contact a member of our team.