Investment Planning

For the great majority of our clients, the key objectives are: achieving significant growth in the value of their investments over time and then preserving the value of that capital for themselves and their children.

With that in mind, we place particular emphasis on two crucially important areas:

  • Developing investment strategies which utilise a wide range of asset classes and the best investment managers that the investment world can offer,
  • Placing your funds in investment vehicles that minimise your liability to taxation.

We access the full range of ‘mainstream’ tax-privileged investments, including ISAs, pensions and offshore investments. We can also create and implement highly effective tax-minimisation strategies, with a particular emphasis on reducing your estate’s liability for Inheritance Tax.

If you own or manage a business, our advice also extends seamlessly from your personal finances to your business interests.

We also work extensively with Trustees, Powers of Attorney and Deputies appointed under the Court of Protection in managing and developing investment strategies.

The Prosser Knowles Investment Proposition provides low-cost access to professional investment management. For more information please click here.

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