Welcome to the Winter 2018 edition.

We have exceptional reasons to be grateful to you our clients as a challenging 2018 comes to a close. Thanks to you in the past 12 months we have seen over 100 new families referred to us who have entrusted their financial affairs to our keeping, and won two prestigious national ‘top 100’ Adviser awards..
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We look back at an exceptional year including sponsorship of the Veloce event at Goodwood, raising £65,000 for two children’s charities, welcoming Generic Financial Management with 270 client families and signing an agreement to become the exclusive wealth management partner to the Porsche Club of Great Britain
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The amount of Inheritance Tax (IHT) paid last year rose to a record £5.2 billion. Gifting wealth is a popular way to mitigate IHT, but problematic if you want to retain your personal wealth. Here are seven ways to reduce tax without giving your wealth away...
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Entrepreneurs' Relief is an excellent way for business owners and investors to reduce Capital Gains Tax. But, two changes to the rules in October’s Budget are highly likely to impact the number of people who benefit...
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As Brexit continues to reduce property prices and buyer numbers in the South East, we examine other economic and localised influential factors...
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A controversial ‘stealth death tax’ has been introduced on top of Inheritance Tax. The significantly increased probate fee could cost your estate thousands, but is there anything you can do to avoid it?...
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The government is increasing the level of data they collect on offshore holdings, with a view to analysing it further in the future. We discuss your declaration obligations and how this could affect you...
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