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Tax and financial planning

Our wealth planning specialists are at the core of the expert team we assemble around our clients and are focused on helping you to meet your goals.

We consider your situation as a whole, covering areas such as: the structure of your investments; your retirement plans; and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.

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At Cazenove Capital we tailor our bespoke service to fit each unique clients’ needs. This means that each time we meet with a new client, the first investment we make is in forging a deep and lasting relationship.

Our clients share their hopes and objectives with us which allows us to build a team of the right experts around them. Wealth planning sits right at the heart of this approach - entirely focused on helping you to meet your goals.

Expect us to consider your retirement plans, the structure of your investments and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.

To do this, we draw on the experience that Cazenove Capital has built up over centuries, combined with the international expertise of a truly global asset manager, the Schroders Group.

Where clients have existing advisers, we will work in partnership with them. In other cases, we may recommend trusted accountants and lawyers to work alongside our own team to ensure our clients gain access to the best specialist expertise.

Every client has different needs and priorities but whatever their circumstances, our focus is always consistent, preserving and growing their wealth in line with their risk tolerance, objectives and values.

Retirement planning

A full and happy retirement is a priority for many. By understanding the retirement plans of our clients, we can advise them on a tailored strategy to preserve capital, meet their income needs once they retire and pass on wealth securely and efficiently.

Keeping up to date with the UK’s constantly changing pension landscape can be time-consuming and complex. Our wealth planners will advise you on how to make the most of the UK’s new pension freedoms, protect yourselves against changes in the lifetime and annual pension allowances, and ensure that all your savings and investments are structured so as to fund your retirement ambitions.

Tax-efficient structuring

Tax efficiency plays an important role in growing and preserving wealth, and our expertise in setting up and managing a wide range of tax-efficient structures also helps us to transmit clients’ assets securely and efficiently across generations.

Whether ensuring that existing investments are held within tax-efficient wrappers such as ISAs (Individual Savings Accounts) and SIPPs (Self Invested Pension Plans), or setting up more complex tax-efficient structures, our team of experts draw on a tried, tested and constantly updated range of solutions.

Each client has their own appetite for risk, and unique goals and priorities, so every solution is structured with the client’s needs in mind.

Protecting your lifestyle

We believe that all of our clients and their families deserve financial peace of mind. Making sure that their capital is protected against unforeseen circumstances is one of the ways that we can assist them.

By recommending appropriate protection products, we ensure that our clients’ lifestyles and prosperity levels remain stable, even when unexpected events occur.

Financial protection can take many forms. Knowing that families are provided for when key members are unable to work due to illness can be a huge comfort to some clients. For others, ensuring that a capital lump sum can pay off an Inheritance Tax liability is paramount.

Because we work hard to build a relationship based on understanding, we always examine the wide range of financial protection solutions at our disposal from each individual client’s perspective.

Planning for your family's future

At Cazenove Capital, the relationships we build with our clients usually last for decades, often generations.

With 200 years of heritage behind us, we understand the importance that our clients attach to the legacies they leave behind.

Every family has different needs and thanks to our in-depth knowledge of tax-efficient solutions, we help our clients achieve the right balance between living comfortably now and leaving a lasting legacy for the future.

Many of our clients are active philanthropists, and our wealth planning team are able to call on the expertise of our charitable-giving experts to ensure that your assets will make a real and measurable difference to the causes you are passionate about.

Our wealth planners work with our clients to understand each family’s individual circumstances. They are skilled in involving existing advisers, and expert in ensuring that you secure the financial future of your family in the most effective way possible.

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INVESTMENT MANAGEMENT

Our focus is to protect and grow your wealth, and we aim to do this in a tax and cost-efficient way.

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BANKING AND LENDING

Our banking services are available as part of our overall commitment to help you meet your goals.

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  • Your priorities
    • Sustainability
    • Retirement
    • Realising the value of your business
    • Investing for many members of your family
    • Effective philanthropy
    • Investing a lump sum
    • Income
    • Living across borders
  • Who we work with
    • Family offices
    • Business owners and entrepreneurs
    • Private individuals
    • Professional advisers
  • Managing your financial future
    • Wealth planning
    • Investment management
    • Banking and lending
  • Insights
    • Strategy & economics
    • Asset allocation
    • Wealth planning
    • Responsible investing
    • Talking points
    • Company news
    • Educational guides
    • Supertrends & disruptors
    • Philanthropy
    • Client case studies
    • Subscribe to updates
  • Events
    • 2020 webinars
    • Young investor webinar series
  • Contact us
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    • Chester
    • Edinburgh
    • Oxford
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