Integrated planning and investment advice focused on the needs of UK resident and domiciled/deemed-domiciled family members. Clients benefit from advice across a full range of tax efficient structures and investments to support their financial and intergenerational goals.
Stonehage Fleming Wealth Planning is an award-winning, independent advisory firm led by a team with over 100 years’ combined experience of looking after private clients.
Our technical expertise, tax awareness and in-depth knowledge and experience of UK wealth planning, allows us to deliver across a full range of solutions for UK residents or in support of UK-based assets.
Our ‘goals-based’ approach to wealth planning always starts by understanding what you are trying to achieve.
We always recognise that your UK wealth may simply be part of a bigger picture, however, and are therefore happy to work alongside other professional advisers to deliver a seamless result tailored to your needs.
Our offering is refined to meet individual client circumstances and may include:
Your relationship with Stonehage Fleming Wealth Planning can be as in-depth or as ‘light touch’ as required to meet your needs and to support your existing financial relationships.
However, we always aim to be proactive in providing practical, cost-effective solutions for the efficient and effective management of your UK wealth.
The Future is Now: Preparing the Next Generation of Leaders
One of the biggest and most obvious challenges facing society is how to cope with all the changes resulting from technological innovation. The increasing threat from cyber-crime, the potential damage caused by social media and the looming danger of serious job losses from robotics/artificial intelligence are all in the headlines.
The Unusual Wealth Management Needs of Sports Stars
The key difference between a sports star and most other successful individuals is that their earnings generally peak in their twenties and early thirties.
Establishing a Business Presence in the United States
Traditionally, the United States has had one of the world’s highest corporate income tax rates. A combined effective federal and state rate as high as 39% exceeded France, Germany and the UK, and gave many a foreign business pause in establishing a US presence, despite the obvious attractions of US markets and its centers of innovation.