5 steps to mitigate against Inheritance Tax

5 steps to mitigate against Inheritance Tax

IHT can hit families with even modest assets. But plan proficiently, and neither you nor your heirs may have to pay IHT at all.

The cost of private education

With the cost of private education rising, take a look at our infographic for some of the key figures to bear in mind when thinking about sending your child to a fee-paying school.

 Monty Halls on his plans for a balanced family portfolio

Monty Halls on his plans for a balanced family portfolio

Monty Halls, TV presenter and adventurer, shares his multifaceted approach for securing his family’s future.

Building a family property portfolio

Property can be one of the most obvious asset classes for an investor to consider – but what should you bear in mind when making the investment?

Charitable giving as a tax consideration

A snapshot of who’s giving what, and to which causes, in the UK and around the world.

Am I eligible for Private Banking?

The journey to achieving your life goals starts with a clear plan. We have a wealth of experience in providing financial advice and helping clients plot their futures.

For access to advice from a Private Banking and Advice Manager, you’ll need to have total assets of at least £250,000 including savings, investments and/or personal pensions or a sole annual income of £250,000.

Find out more about eligibility and fees


Book an appointment

Get in touch with one of our Private Banking and Advice Managers. 

No charges for the initial meeting to discuss your individual circumstances and objectives.

No obligation to take any of our services or products.

Before any services or products are provided to you, we will explain what advice we can give and what products and services this covers, and any advice or product charges that apply and agree these with you.

Book now


Speak to us

You can call us to arrange an appointment or ask a question.

Lines are open Monday to Friday from 09:00 to 17:00 (Tuesday and Thursday until 19:00) and Saturday from 09:00 to 13:00. Excluding Bank Holidays. Call cost may vary depending on your service provider