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Individuals

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While no two individuals are the same, many of us will experience life events that will force us to think again about our money and our financial future.
A Wealthsmith takes a personalised approach to mapping your financial future.
Service
Keep up to date with the latest developments in the global economy and financial markets through research articles and opinion pieces that help you have informed conversations with your clients.
Insights
Cut through the jargon and complexity with our comprehensive guide to some of the most frequently used terms relating to financial markets, investing and managing personal wealth.
Insights
The tapered annual allowance came into being in April 2016, and since that time, more and more high income individuals are feeling the effects. 2019/20 is the first tax year when higher amounts of unused annual allowance from the pre-taper years will not be available to carry forward. Here we highlight the key things to consider when calculating your tax liabilities.
Insights
Following the introduction of the pension flexibilities in April 2015, individuals now have a much wider choice over how to take their pension benefits up to the Lifetime Allowance (LTA). Of course it very much depends on (i) the options available under the member’s pension scheme, and (ii) the member’s personal circumstances.

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The value of investments and any income from them can fall and you may get back less than you invested.