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Tax tips for tax year end
4 minutes
23 February 2026
How government bonds can support long-term, tax‑efficient financial planning
Government bonds have been getting more attention lately, and with good reason. For many people, they may hold an underappreciated role in building long‑term, tax‑efficient wealth. Yet they’re often overlooked in favour of equities, cash, or the latest investment trend. So, could they really form a quiet cornerstone of thoughtful financial planning?
6 minutes
21 February 2026
Family Investment Companies: how they can support long-term tax-efficient planning
Family Investment Companies (FICs) have become an increasingly popular option for ultra-high net worth families who want a structured, flexible way to pass on wealth while keeping control over how it’s managed. As more people look for long-term, tax‑efficient ways to plan for the future, FICs offer an approach that sits between personal investing and traditional trusts. But what exactly are they, and who might they be right for?
5 minutes
20 February 2026
Offshore bonds explained: how they work and how they can support your tax planning
Many UK investors reach a point where their Individual Savings Allowance (ISA) and pension allowances no longer offer enough room for long-term planning. When that happens, if you’ve already opened a general investment account (GIA), an offshore investment bond can be a helpful next step. It offers a tax‑efficient structure, flexibility around how and when gains become taxable, and options that can support family wealth and estate planning.
Latest Investment Insights
In a world full of uncertainty, we have a responsibility to manage our clients’ investments through the ups and downs, seeking to minimise the risks and find the best opportunities for helping them reach their long-term financial goals. As part of this process, our Investment Insights content looks at some of the key investment themes effecting the global markets.
Latest Responsible Investment Insights
What exactly is responsible investment, and what impact can it have on your own wealth and the world around you? Explore our thought leadership articles, reports and events on this topic to find out more.
