We believe in less paperwork and less confusion over what you need to keep, file, bin or record. There are better ways to structure your portfolio to make it ‘less administratively cumbersome’. Mr Hughes set up and investment portfolio five Read more ›
Whatever the size of your portfolio, it is possible to have more control over your investments. It is all too easy for the administration of the portfolio to become unmanageable and the associated costs can eat away at your investments. You can keep better Read more ›
Mr and Mrs Smith had accumulated about £750,000 in liquid investments, plus their main residence and a holiday home. Mr Smith had taken advice from various sources and had established a trust, primarily for tax planning purposes. The Smiths had what Read more ›