Wealth planning

Our focus is on growing your wealth and preserving it for future generations.

About wealth planning

At Cazenove Capital, we offer a comprehensive wealth planning service that complements our investment expertise. These services make sure you receive coordinated and personalised wealth management so we can help you achieve your financial goals.

Everyone’s circumstances and priorities are unique. Our understanding of you is key to building a long term financial strategy that works for you and your family, can adapt to change and maximises the opportunities available.

These solutions can range from simply holding assets within a self-invested personal pension (SIPP) to reducing the impact of tax and securing long-term family capital through the use of trusts and investment companies. The right approach for you will depend upon your needs and objectives. Our wealth planners will guide you through the options available to make sure you are  maximising your returns by being tax-aware while aligning with your attitude to risk.

Our services

Our wealth planning experts can support you with:

  • Retirement planning
  • Succession and inheritance tax planning
  • Tax-efficient investment planning
  • Life insurance

View our Wealth Planning services brochure

Tax-efficient investing

Making sure that your finances are structured tax-efficiently is an important part of financial planning. Our experts work with you, and your advisers, to identify areas where you can be more tax efficient. We will make sure you can make the most of the allowances and reliefs available, and identify tax-efficient structures that help you meet you objectives.

  • Offshore investment bonds
  • Pensions
  • Enterprise investment schemes (EIS)
  • Venture capital trusts (VCT)

View our Tax-efficient investing flyer

Estate planning

Estate planning helps you pass on assets tax-efficiently, allowing your family and others to benefit from a greater share of your wealth. It can be complex area and often requires specialist advice. We work closely with your other professional advisers, and can make introductions where necessary.

  • Inheritance tax (IHT)
  • Trusts
  • Investment companies
  • Life assurance
  • Life insurance
  • Business relief (BR)

View Estate planning flyer

Case studies

"I've inherited £3 million. What should I do?"

Ask an expert: after suddenly inheriting a large sum, a scaffolder and father of two wants help on how to invest it.

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Ask an expert: “I want to sell my company – but don’t want to lose the benefit of Business Relief”

Leaving your children with shares in a company can be advantageous from a tax perspective. But, with careful planning, you can retain the IHT benefits of business ownership while still freeing up capital through a sale. Here’s how we helped one family in this situation.

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How we helped a partner at a global law firm plan for retirement

Our client was intending on retiring from a law firm. We helped her put together a strategy to secure her spending needs in retirement while also meeting higher outgoings in the near term. Our work also included advice on structuring investments in the most tax-efficient way.

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Contact us

To discuss your wealth management requirements, or to find out more about our wealth planning services, please contact us below.

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