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.