A FOCUS ON YOUR FINANCIAL 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.​

 

A COMPREHENSIVE PROPOSITION

​Our offering is refined to meet individual client circumstances and may include:

 

  • A full wealth management service for UK resident and domiciled family members, ensuring efficient wealth accumulation or dispersion strategies using a full range of UK tax wrappers and structures such as pensions and ISAs
  • Inheritance tax planning strategies including implementation advice on life cover, insurance wrappers and other reliefs such as business property relief
  • Specialist pension advice for clients who have accumulated UK pension benefits and are looking for expert guidance on when and how to draw those benefits
  • A financial health check to provide a one-off review of your financial affairs identifying key gaps, risks and opportunities to develop a more effective wealth strategy

 

PROACTIVE AND PRACTICAL

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.

 

 

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Approach

Our approach is rooted in a deep and practical understanding of the family, its wealth and wider circumstances. We help families develop and implement their plans to pass on an enduring legacy.

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