​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:


  • 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



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.



Wealth planning Service Guide Visit Stonehage Fleming Wealth Planning
(By clicking here you will be leaving the Stonehage Fleming Website)


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.