Wealth Management
Grant Thornton's wealth management team can help
you to maximise your returns by combining fee-based, unbiased
investment advice with personal tax planning.
We have the expertise to make recommendations to protect your
family's wealth, minimise the inheritance tax liabilities on your
estate and advise on the use of trusts for inheritance planning
purposes.
Grant Thornton’s investment proposition seeks to ensure that
clients understand their own tolerance of risk and to give them the
best chance of getting the best return from whatever level of risk
is acceptable to them.
Minimising the tax payable and the costs of arranging an
investment, along with diversifying a portfolio, all allow
investors to maximise potential returns while understanding and
controlling their overall exposure to risk
It is important that regular reviews are undertaken to keep the
asset allocation on track. Where clients request this Grant
Thornton tests the asset classes against agreed tolerance levels at
agreed specific review dates, and, if breached, suggests changes to
the investor.
For further information please contact: clientsfirst@gtuk.com.