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CORONAVIRUS LATEST

Read our view here: Coronavirus, the Markets and Sycamore Wealth
I’VE WORKED HARD FOR MY MONEY. NOW I WANT IT WORKING HARD FOR ME.

CORONAVIRUS LATEST

Read our view here: Coronavirus, the Markets and Sycamore Wealth

Good wealth management – the type that you want, of course – is about two things. Understanding money – markets, investment structures, tax, protection, risk etc. And understanding you.

The first is fairly useless without the second. You need someone who takes the time, and has the insight, to fully understand who you are, what’s going on in your life now, and guide you to thinking about the longer term too.

Our expertise in both onshore and offshore financial
structuring means you get the best fit for your medium and long term financial well-being.

Then you need someone with the expertise to take that information and come up with a financial plan that draws on the full range of options.

We are conscious, of course, that any investment or other financial decisions are being made in the context of the coronavirus crisis. You can see our thinking on that here.
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BROADER HORIZONS MEAN BETTER CHOICES…

With our extensive knowledge of both onshore and offshore investment products, we can give you the options that are most tax efficient and best suit your circumstances.

Our Products Include

Collective Investment Accounts

Take full advantage of your annual Capital Gains Tax Allowance.

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Pensions

Give your pension the active management it needs.

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ISAs

Make the most of this handy tax-free investment vehicle.

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Discounted Gift and Loan Trusts

Be guided by us to minimise your estate’s Inheritance Tax liability.

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International Porfolio Bonds

A flexible vehicle for offshore investing.

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Protection Insurance

Protect yourself/your family/your estate.

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If you’ve been putting off financial planning, or would just like a fresh take, we can be the wealth manager you need.

Sycamore Wealth