Wealth Planning

The UK Wealth Advisory business of Stonehage Fleming, working with aspiring and wealthy clients to develop and implement strategies to protect and manage their wealth.

Strategists and technicians in one

What differentiates us is our strategic approach. We devote time and energy to really understanding your objectives as experience has shown how important this is.

A wealth strategy sets out your objectives – what you are really trying to achieve for yourself, for your family and for others. This provides the strong foundation for all the advice we give.

Our clients include those who consider their affairs to be straightforward as well as those with the most complex needs. The breadth and depth of our technical expertise allows us to advise UK residents, domiciled and non-domiciled, as well as arrivers and leavers in support of UK-based assets.

We are authorised in the UK to provide regulated advice across investments, pensions and insurance.


Case studies

Party receiving large divorce settlement

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Insights

Approach philanthropy as you would your wider investment strategy – Kate Boswell

Helping clients develop a framework for their philanthropic giving

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Good housekeeping for the new tax year

As a new tax year dawns in the UK, it’s never too soon to start engaging in meaningful tax planning says Nicholas Toubkin, Director in the Wealth Planning Division

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How can we help?

There is no substitution for a personal conversation. If you are interested in hearing more about how we can help please get in touch and one of our experts will contact you.

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