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@uk.gt.com.