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.
Do We Need a Family Constitution?
The terms ‘family constitution’ or ‘family charter’ are widely used, but have different meanings to different people. This article examines how a family should decide whether such a document might be helpful and how to ensure that it meets their particular circumstances, needs and preferences.
Between the party conferences and the budget
We are in that lull between the party conferences and the budget. It has added interest this year with the declared ‘end to austerity’ and against the backdrop of a very uncertain political and economic environment.
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.